RETIREMENT READINESS

How will taxes and RMDs affect your retirement? What changes can you expect through 2024? Learn what you can do to take control of your retirement future.

When:

June 6 or 10, 2024 at 6:00pm


Palatine Library

700 N. North Court
Palatine, IL 60067


During this FREE class, you will:  


  • Learn wealth strategies so you can spend more of your money, enjoy your life and help those you care about.
  • Learn strategies to potentially maximize your Social Security benefits.



  • Learn when should you apply for Social Security and other Social Security concerns
  • Discover ways to lower future tax responsibilities. 


Is this class for you?

  • If you are retired or wanting to retire in the next 5 years, this class is for you.
  • If you think taxes are going to go up in your lifetime, this class is for you.
  • If you want to get the most out of your retirement plan, this class is for you.

About the Instructor

Courses offered by MIRP are taught by local and qualified financial professionals. Your instructor may hold state-issued licenses or certifications in insurance, tax preparation, or securities. All instructors have years of experience and will help you examine the areas of Personal Financial Planning, Investment Planning, Tax Planning, Retirement Planning, Insurance Planning, Estate Planning, Real Estate Planning, and Business Planning.



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Bussenger Financial Group, LLC and Kinetic Investment Management, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under Bussenger Financial Group, LLC. Investment Advisory Services are offered through Kinetic Investment Management, Inc., a registered investment adviser. Please remember that securities cannot be purchased, sold or traded via e-mail or voice message system. Likewise, insurance coverage cannot be bound, altered, or cancelled via e-mail or a voice message system The information provided is for illustrative purposes only and estimates included are based on information supplied by the client. The recommendation may change based on a discussion with the client. This does not make any guarantees on the outcome of any recommendations made based upon the above information. The projections or other information generated by this report regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.