Rejuvenate Your Retirement

Get the most out of your retirement! In straightforward language, acquaint yourself with financial strategies such as tax-efficient income planning, lifestyle preservation, inflation protection and providing a legacy. Discover fulfilling activities such as travel, hobbies, sports, crafts, business ventures, and lifelong learning to make the most of your retirement years. Learn to calculate IRS-required minimum distributions. Examine how investment returns are taxed and explore health care, long-term care, and end of life decisions. Includes a 143-page illustrated workbook. Class size is limited.

Date: Oct. 11th & 18th, 2016

Time: 1:00-3:00 p.m.

Location:
Northwestern Michigan College
University Center, Room 209
2200 Dendrinos Drive
Traverse City, MI 49684

Cost: $65, includes workbook (spouse or guest attends free)

Class Code: 4318

January 22, 2015 Lunch and Learn

pfd-401(k)2

ATTENTION Plan Administrators and Business Owners, “Is your 401(k) just o(k)ay?”

Prout Financial Design is hosting a 401(k) Lunch & Learn where Dennis J. Prout will discuss:

  • How to reduce your liability
  • Ways to help you remain compliant
  • The “real” cost of your plan
  • The difference between a Fiduciary and a Broker

When: Thursday, January 22, from noon to 1 p.m.

Where: Traverse City Area Chamber of Commerce – 202 East Grandview Parkway

Seating is limited, so registration is required.

Lunch will also be provided.

For further information, contact Karl Eichberger at 231-947-3992.