About this webinar:
You've dreamed about retirement... but are you prepared for it?
Many people contribute to their IRAs, 401(k)s, and other qualified retirement plans for years without fully understanding the rules, tax implications, and options available to them -- until it’s too late.
For most Americans, retirement is the largest financial undertaking they will ever take on. Although the course the world is charting may feel unpredictable, your retirement plan doesn't have to be.
Join Ed Slott and Stephanie Fullerton as they bring you tips on how to preserve and grow your nest egg, all based off of their DECADES of experience in the financial industry!
Part 1 | Taxes
Part 2 | The 3 Legged Stool of Retirement
Part 3 | Your Retirement Accounts
Each session will be approximately 20 minutes. Sign up once for access to all three sessions!
Leading Tax and IRA Expert Ed Slott, and his Elite Advisor, Stephanie Fullerton will discuss common questions like:
What Does an Income Plan Look Like?
Do you know how long your money will last you once you retire? Learn what a clear, written retirement plan looks like, and steps you can take to achieve one.
Am I Prepared for the Unexpected?
Retirement, although an exciting feat, is a time in your life where you'll most likely be in the poorest health. Does your fixed, retirement income stream account for medical emergencies?
How are My Retirement Accounts Taxed?
Have you heard of the 2025 Sunset Clause? Don't let the IRS become your beneficiary! Learn various tax strategies to diversify your portfolio to potentially avoid a substantial tax hit.
By attending our webinar, you'll learn how you can receive a complimentary, signed copy of Ed's latest book, "Ed Slott's: Retirement Decisions Guide."
Attending This Exclusive Webinar Will Include:
Ed Slott's newest book "Ed Slott's: Retirement Decisions Guide" will be available complimentary to our attendees! This book covers important updates from the 2020 changes in Legislation.
Our team values your education! By registering for this event, you'll receive access to our digital resource library, where you'll be able to access a multitude of our retirement planning booklets!
There's value in an objective opinion! If at the conclusion of our webinar, you didn't get all of your questions answered, our team will be available, complimentary to you, to answer them after the event!
Everyone's financial situation is different... which is why we want to tailor this webinar to YOU! If you have any questions you would like us to ask Ed and Stephanie, email email@example.com.
Worried that your financial strategy is
At Fullerton Financial Planning, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments, insurance products and services, to help you address your financial needs and concerns.
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Fullerton Financial Planning
14155 N. 83rd Ave., Suite 144
Peoria, AZ 85381
Phone: (623) 974-0300
600 E. Rio Salado Pkwy., Suite 102
Tempe, AZ 85281
Phone: (480) 912-4500
Fullerton Financial Planning (FFP) is an independent financial services firm and uses a variety of different investment strategies. Investing involves risk, including the potential loss of principal. Investment advisory services are offered through Kingdom Financial Group, LLC (KFG), an SEC Registered Investment Advisor. KFG maintains a co-advisory relationship with AE Wealth Management. Neither the firm nor its agents provide tax or legal advice. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
Any references to protection benefit or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. By contacting FFP, you may be provided strategies that utilize insurance products, those guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company and are not FDIC insured.
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