Rejuvenate Your Retirement

“Rejuvenate Your Retirement”

Now being conducted at The University of Tennessee at Chattanooga

Tuesdays  October 1st and October 8th   1:00 – 3:00 pm

Thursdays  September 26th and October 3rd   9:30 – 11:30 am

Topics include:

  • Being prepared for proposed changes under the SECURE ACT that may affect your retirement plan
  • Calculating whether you should convert your IRA to a Roth IRA
  •  Maximizing tax efficiency under the new 2018 tax policy changes
  • Evaluating and planning for health care, long-term care, and end of life decisions
  • Identifying the primary threats to your retirement savings
  • Planning your retirement income to preserve a comfortable lifestyle

Nick Hughes, CFP®

Wealth Advisor

Visionary Horizons Wealth Management

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