Workshops & Seminars

Retirement Income Planning

This course introduces concepts and practices to help you identify ways to generate revenue from your retirement assets. Topics covered include:

  • How to evaluate your current situation and potential sources of income
  • Distribution rules and alternatives, and distribution planning for different types of accounts
  • Investing for income
  • How to develop an investment strategy

To register please contact the Santa Fe Community College at 505-428-1676.

When: Thursday, March 21, 2024 - 5:30 PM - 8:30 PM
Where: This seminar is online and is offered by the Santa Fe Community College. To register please contact the Santa Fe Community College at 505-428-1676.
Host: Peter Murphy & Silas Peterson
Phone: (505) 795-7910
 

Long Term Care Planning

Most people will need long-term care at some point during their retirement, but Medicare and health insurance do not pay for the long-term care services that are most common. There are many ways to plan for the cost of long-term care. The options covered in this class include traditional long-term care insurance, life insurance and annuities, reverse mortgages, life settlements, self-funding, and Medicaid. Bring your questions!

To register please contact the Santa Fe Community College at 505-428-1676.

When: Tuesday, April 9, 2024 - 5:30 PM - 8:30 PM
Where: This seminar is online and is offered by the Santa Fe Community College. To register please contact the Santa Fe Community College at 505-428-1676.
Host: Peter Murphy & Silas Peterson
Phone: (505) 795-7910
 

Savvy IRA Planning

You’ve worked hard and saved for retirement. Now what? The decisions you make today can have an impact on your overall retirement plan. This class will cover:

  • 7 IRA planning strategies and 6 rollover options
  • The new IRA rules following SECURE Act (2019) and SECURE Act 2.0 (2023)
  • How to coordinate IRA planning with your overall retirement, estate, tax, Social Security, and financial plans

To register please contact the Santa Fe Community College at 505-428-1676.

When: Thursday, May 9, 2024 - 5:30 PM - 8:30 PM
Where: This seminar is online and is offered by the Santa Fe Community College. To register please contact the Santa Fe Community College at 505-428-1676.
Host: Peter Murphy & Silas Peterson
Phone: (505) 795-7910