At EIA, we understand that starting your journey to financial security can be a daunting task. That’s why we’ve created a series of workshops to keep you informed while also offering you a starting point for your financial journey.
Whether you’re planning for retirement, interested in optimizing your Social Security benefits, or seeking help with estate planning, we’ve got you covered. Explore our ongoing workshop series below.
Beginning your financial journey is always better with friends. Know someone who might benefit from attending one of our workshops? We love referrals! Bring them with you and help us spread our financial knowledge.
Ready to realize your most fulfilling version of retirement? Fill out the Events Interest Form below.
Workshops
We’ve created workshops to keep you informed while also offering you a starting point for your financial journey. Whether you’re planning for retirement, interested in optimizing your Social Security benefits, or seeking help with retirement tax mitigation, we’ve got you covered.
Planning Your Retirement
This comprehensive 4-hour class is crafted to cover retirement basics all the way to complex retirement concepts and topics. Discussion points include:
- How to determine if you have a retirement income gap
- Basics of estate planning
- Different types of investments and how they work
- 5 retirement risks and how to overcome them
- Strategies and solutions that retirees and pre-retirees are using today
- Life insurance
- Long term care
- Annuities
- Social Security optimization
- 401k and TSP rollover
- Tax mitigation strategies
- Example case studies
Estate and Tax Planning
During this workshop, we’ll cover the following topics:
- Estate planning documents
- Estate planning strategies
- Types of trusts
- Roth conversions
- Life insurance in estate planning
- Required minimum distribution strategies
Retirement Master Class
Attendees will discover how to insulate themselves from the risks of rising taxes, Social Security taxation, and how to avoid common mistakes that increase the chances of running out of money as you distribute your assets in retirement.
- How rising taxes may affect your retirement cash flow
- The “Catch 22” of 401k’s and IRA’s
- How to accumulate dollars in the right types of accounts for future retirement income
- What’s better for you: tax-deferred or tax-free accounts?
- When should you convert to a Roth?
- Strategies to reduce or eliminate taxes in retirement
- Strategies to eliminate Social Security taxation
- Social Security maximization strategies
- How to shield your assets from stock market volatility
Events Interest Form
Submit the form below for more information on our upcoming workshops.
Social Security Optimization, Income, and Tax Planning
During this workshop, we’ll cover the following topics: