Events
The Everest Retirement Planners speak on variety of retirement topics to help you learn and be more confident about your retirement. They explain concepts in plain and easy terms that everyone can understand. Topics may include:
- How to apply for Medicare coverage
- The basics of Social Security and strategies for maximizing your benefits
- Strategies to maximize your retirement income
- Traditional, Roth, and inherited IRA planning
- Long-term care and estate preservation strategies
Location:
Crescent Hill Library 2762 Frankfort Ave. Louisville, KY 40206
Date:
Wednesday, July 31, 2019 - 6:30pm - 8:30pm
One 2-hour session covering everything baby boomers need to know to maximize retirement income benefits.
1. 5 Factors to consider for deciding when to start taking benefits
2. Innovative strategies for coordinating benefits with your spouse
3. How to coordinate benefits with other sources of income
Location:
119 S. Sherrin Ave. Ste. 110 Louisville, KY 40207
Date:
Tuesday, August 6, 2019 - 6:30pm - 8:30pm
Managing Healthcare Expenses in Retirement-Free Workshop
Location:
Jeffersontown Library 10635 Watterson Trail Louisville, KY 40299
Date:
Tuesday, August 13, 2019 - 6:30pm - 8:30pm
One 2-hour session covering everything baby boomers need to know to maximize retirement income benefits.
1. 5 Factors to consider for deciding when to start taking benefits
2. Innovative strategies for coordinating benefits with your spouse
3. How to coordinate benefits with other sources of income
Location:
119 S. Sherrin Ave. Ste. 110 Louisville, KY 40207
Date:
Wednesday, August 14, 2019 - 6:30pm - 8:30pm
Managing Healthcare Expenses in Retirement-Free Workshop
Location:
119 S. Sherrin Ave. Ste. 110 Louisville, KY 40207
Date:
Thursday, August 22, 2019 - 6:30pm - 8:30pm
Managing Healthcare Expenses in Retirement-Free Workshop
Location:
Crescent Hill Library 2762 Frankfort Ave. Louisville, KY 40206
Date:
Thursday, August 29, 2019 - 6:30pm - 8:30pm
One 2-hour session covering everything baby boomers need to know to maximize retirement income benefits.
1. 5 Factors to consider for deciding when to start taking benefits
2. Innovative strategies for coordinating benefits with your spouse
3. How to coordinate benefits with other sources of income
Location:
Jeffersontown Library 10635 Watterson Trail Louisville, KY 40299
Date:
Tuesday, September 10, 2019 - 6:30pm - 8:30pm
One 2-hour session covering everything baby boomers need to know to maximize retirement income benefits.
1. 5 Factors to consider for deciding when to start taking benefits
2. Innovative strategies for coordinating benefits with your spouse
3. How to coordinate benefits with other sources of income
Location:
Crescent Hill Library 2762 Frankfort Ave. Louisville, KY 40206
Date:
Wednesday, September 18, 2019 - 1:00pm - 3:00pm
One 2-hour session covering everything baby boomers need to know to maximize retirement income benefits.
1. 5 Factors to consider for deciding when to start taking benefits
2. Innovative strategies for coordinating benefits with your spouse
3. How to coordinate benefits with other sources of income
Location:
Jeffersontown Library 10635 Watterson Trail Louisville, KY 40299
Date:
Thursday, October 10, 2019 - 1:00pm - 3:00pm
One 2-hour session covering everything baby boomers need to know to maximize retirement income benefits.
1. 5 Factors to consider for deciding when to start taking benefits
2. Innovative strategies for coordinating benefits with your spouse
3. How to coordinate benefits with other sources of income
Location:
Crescent Hill Library 2762 Frankfort Ave. Louisville, KY 40206
Date:
Tuesday, October 15, 2019 - 6:30pm - 8:30pm
One 2-hour session covering everything baby boomers need to know to maximize retirement income benefits.
1. 5 Factors to consider for deciding when to start taking benefits
2. Innovative strategies for coordinating benefits with your spouse
3. How to coordinate benefits with other sources of income
