Separate pension myths from facts so you can retire when you want, how you want.
56% of individuals that can retire remain at work because of financial reasons. One of the perks of working is the ability to take pre-tax or after-tax dollars and place those in a retirement account. Many working in state institutions, universities, public schools, and first responders use a retirement package known as a pension. According to research, since 2017, only 16 percent of Fortune 500 companies offered a traditionally-defined benefit pension plan to new hires, a decrease from the 59% of that same group of employers that offered pensions in 1998. There are many issues with pension plans, from being underfunded to not providing enough income to meet retirement expenses. While there are some cons to pension plans, there are also some benefits - this course looks at both. If you are planning to retire or know someone ready to retire - you must attend this crucially important course.
Agenda
Faculty
Drew Stevens, Ph.D.
Stevens Performance Group
Dr. Drew Stevens, Ph.D.
- International financial educator specializing in retirement optimization
- Works with individuals to transform financial struggles into wealth and lifestyle fulfillment
- Started career on Wall Street, with extensive experience in financial markets and investments spanning 37 years
- Expertise in creating holistic retirement plans to maximize income and mitigate risk
- Author of 15 books, including ‘Understanding Social Security’, and writer of over 5500 articles on financial topics
- Licensed fiduciary in 7 states, ensuring ethical financial guidance for clients
- Renowned international keynote speaker, workshop provider, and media host
- NSSA, AHIP, and IRMAA certified
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