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 |