This course will serve as a resource for retirees and would-be retirees seeking a retirement plan that weathers any recession, market crash, and other uncontrollable events in their lives. It also provides updates on the CARES Act, SECURE Act and the Tax Cuts and Jobs Act as they apply to retirement.
Learn game-changing financial strategies such as principal preservation, downside protection, income generation, balanced diversification and tax-free retirement strategies to withstand times of uncertainty and market volatility.
This workshop was established with the intent to provide general financial and retirement education and is not intended as tax or legal advice and may not be relied on for the purpose of evading any State or Federal tax penalties. The insurance and financial professional sales presentation is being provided as a general source of information and should not be used as the primary basis for financial or investment decisions.
Class participants are encouraged to seek professional advice for areas dealing with their taxes, legal situation as well as financial planning. Class participants who are involved in the estate planning module should seek an estate planning attorney for legal counsel.
Advisory services are offered by Vora Wealth Management, PLLC, a Registered Investment Advisor in the State of Arizona. Insurance products and services are offered through Vora Financial Group, PLLC, an affiliated company. Vora Wealth Management, PLLC and Vora Financial Group, PLLC are not affiliated with or endorsed by the Social Security Administration or any government agency.