Events

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

Individual Retirement Account (IRA) Planning for Year -End 2019 - Bill Romeo Speaker

Location:

UNC Center City Campus 320 E. 9th Street, Charlotte, NC

Date:

Friday, November 15, 2019 - 10:00am - 12:00pm

To Register: 704-687-8900 or ceregistration@uncc.edu. Class Cost is $90. CEu's available

Preparing for 2020: Managing Medicare and Healthcare Expenses in Retirement, Bill Romeo CFP Speaker

Location:

UNC Center City Campus, 320 E. 9th Street, Charlotte, NC

Date:

Friday, November 15, 2019 - 1:00pm - 3:00pm

To Register: 704-687-8900 or ceregistration@uncc.edu. Class Fee is $90. CEU's are Available.

Savvy Social Security Workshop-Speaker Randy Deaton

Location:

Jeffersontown Library 10635 Watterson Tr. Louisville, KY 40299

Date:

Tuesday, November 19, 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

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