A “Retire Right” study showed that the most important prerequisite for a successful retirement is having a plan to help you through this season of life. As the old saying goes, those who fail to plan – plan to fail. May-Investments uses a goal-based software tool to help us address clients’ planning needs, but a thorough planning effort reaches well beyond just number-crunching.
eMag readers who attend our Sept. 28 workshop will learn how our retirement-planning software helps people answer the important question: “Do I have enough?” We also will provide attendees with free access to our planning software. For those interested in preparing for their own retirement-planning effort, the software is easy enough to use without any assistance from us.
Join us for our planning workshop to see how useful this software can be, then let us know if you’d like us to sign you up for your own free access.
On Oct. 12, Barbara Traylor Smith will present a Roth Conversion Seminar that will help people consider how converting a regular IRA to a Roth IRA might help them meet their goals. Attendees will look at a Roth calculator to learn if it can help them with their decision. In addition to the tutorial, the workshop will focus on key reasons why someone might consider this option and who might be the most likely candidates to benefit from conversion.
Our last Roth seminar in August was very technical and focused on how the Roth conversion can help investors avoid a new surtax on high-income earners. The upcoming October seminar is more general, easier to follow, and applies to a wider range of investors. We asked attendees to “strap in” for the August presentation, which was geared to CPA continuing-education classes. For October’s workshop, we’ve converted the information to a format that is much easier to digest, and it will apply to a broader set of concerns.
On Oct. 26, we will host a Legacy Planning Seminar and hope to draw on Western Colorado Community Foundation resources to help us take a look at how to leave behind much more than just a pile of money. If you are interested, save the Oct. 26 date on your calendar.
To register for any of these educational workshops, please call Barbara at 970-256-1748 or email Lisa@GJstocks.com. Our workshops start at noon and are limited to about 10 people. We provide sandwiches and ask only that you bring your questions!
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