Whether you’re fast approaching retirement or soon-to-be retired, do you find yourself wondering if you’re making the right investment decisions? If you’re making the most of your retirement plans? Questioning if you could be incorporating various tax savings strategies and techniques to potentially keep more of your hard earned savings? How distributions and the current market environment could impact your retirement plan? Come join us as we discuss these issues and more.
In this informative class retirees and soon-to-be retirees will learn how to make the most of their 401K’s, 457’s, 403b’s and IRA’s in retirement. You will learn the advantages and disadvantages of different types of retirement plans. You’ll find out how to develop a retirement income plan. You’ll discover what to watch out for when Required Minimum Distributions are approaching. You’ll learn the impact of inheriting a 401K, 457 or 403b versus an IRA has on beneficiaries. Our goal is to help you live a more joyful and successful retirement by providing you with great information you can utilize in your own retirement planning.
Patrick Shope is the Managing Partner of Shope & Associates, LLC, a comprehensive financial planning and investment management firm located in Ann Arbor. His mission is to help both retirees and soon to be retirees move beyond simply investment management to comprehensive wealth management. For many of Patrick’s clients, income distribution is a top priority. Therefore, he focuses extensively on prudent ways to craft portfolios balancing the need to take retirement income today while focusing on growth for income strategies in the years to come. Patrick holds a bachelor’s degree in Economics from the University of Michigan. He is a Certified Wealth Strategist® professional as designated under the auspices of the New England College of Finance and Cannon Financial Institute. Patrick has been involved in the delivery of comprehensive wealth management services since 1994. Investment advisory services offered through Sigma Planning Corporation, a registered investment advisor. Shope & Associates, LLC is independent of Sigma Planning Corporation: 300 Parkland Plaza Rd., Ann Arbor, MI 48103 (734) 479-1400. Register at the Adult Service desk or call the library at 734-426-4477.