Retire on your own terms.

15150 Preston Rd. Suite 300
Dallas, TX 75248
972-762-5135

Business Hours: Monday- Friday 8am-4pm

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Events

Events

Retirement Planning Today

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Community Workshops

An Educational Workshop

At LS Wealth Strategies, LLC, we believe that an educated investor is an empowered investor.  Much of our time has been spent educating our clients on many of the different aspects of retirement. We then decided to take our approach one step further.  A number of years ago, we began teaching a class in retirement to the public. To do so effectively, we affiliated ourselves with the Financial Educators Network. The Financial Educators Network offers this course through hundreds of colleges, universities, and government facilities throughout the country. The class, “Retirement Planning Today”, can be of value whether you are just beginning to develop a retirement plan or are rapidly approaching retirement. The course is currently being held at North Central Texas College in Flower Mound. It can be especially beneficial to those ages 50 to 70.

“Retirement Planning Today” covers many areas that are concerns for those approaching, or are in retirement. The course is 6 hours and addresses over 58 topics, which include:

 

Life Planning for Retirement    

  • Traditional views of retirement versus today’s New Retirement.
  • Planning for a 30 year retirement.

Retirement Needs & Expenses

  • How long must your money last?
  • How much will you need to retire?

Retirement Roadblocks and Mistakes

  • Ten retirement planning mistakes.

Retirement Income Sources

  • IRA’s, 401(k)’s, Pensions, Social Security, other retirement income sources.

Retirement Plan Distributions

  • Retiring or changing jobs?
  • Three important considerations.

 Investments

  • Considerations before you invest.
  • Investment Risk Management Strategies.

Risk Management & Asset Protection

  • Disability income, Health Insurance and Medicare, Long Term Care.

Estate Planning

  • Planning for incapacity.
  • Taxes.
  • A will may not be enough.

 

Our next class will be offered in the spring of 2017.​

For information, please contact Jessica Scott at 972 762-5135.

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Bill Saplicki is a Registered Representative offering securities through First Allied Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC.  Advisory services offered through First Allied Advisory Services, Inc., a Registered Investment Advisor.

This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein.  We suggest that you consult with your financial or tax advisor with regard to your individual situation.  This site has been published in the United States for resident of the United States.  Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.

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