Retirement Planning Workshops

As an affiliated Your Retirement Timeline (YRT) presenter and advisor, Prosperity Financial regularly hosts complimentary workshops designed for people approaching the age of retirement or who are currently retired. These free workshops are strictly intended to educate people on financially planning for retirement.

Workshops cover various retirement topics including:

  • Coordination of retirement benefits
  • Collecting Social Security while still working
  • Drawing on retirement income in a tax advantaged way
  • Creation of strategies that protect income and investments
  • Postponing Social Security income
  • Ensuring you outlive your money
  • Minimizing the downside of market exposure

As affiliated ​YRT advisor, we have undergone, and continue to undergo, extensive training to ensure they are providing the most up-to-date information when advising people on retirement planning.

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