Retirement
MasterClass
Free Financial Education Classes for Retirees & Pre-Retirees
Educate | Empower | Enlighten
ABOUT US
We are going to challenge you to think bigger and think differently about what is possible for your
retirement.
Retirement MasterClass is comprised of a group of financial fiduciaries that are passionate about providing financial education and leadership to those within their communities.
Our events are always free to attend and zero-obligation. We look forward to seeing you at a future event!
Upcoming Class Schedule
December 3rd, 2024
6:00 pm EST
How to Plan for Tax Efficiency in Retirement
Brickside Grille | Exton, PA
December 3rd, 2024
6:00 pm EST
How to Plan for Tax Efficiency in Retirement
Montgomery County Community & Recreation Center| Montgomeryville, PA
December 4th, 2024
6:00 pm EST
How to Plan for Tax Efficiency in Retirement
Washington Crossing Inn | Washington Crossing, PA
December 5th, 2024
6:00 pm EST
How to Plan for Tax Efficiency in Retirement
Haverford CREC | Haverford, PA
December 5th, 2024
6:00 pm EST
How to Plan for Tax Efficiency in Retirement
Huntingdon Valley Country Club | Huntingdon Valley, PA
December 10th, 2024
6:00 pm EST
How to Plan for Tax Efficiency in Retirement
Huntingdon Valley Country Club | Huntingdon Valley, PA
December 10th, 2024
6:00 pm EST
How to Plan for Tax Efficiency in Retirement
Cranbury Public Library | Cranbury, NJ
December 10th, 2024
6:00 pm EST
How to Plan for Tax Efficiency in Retirement
Washington Crossing Inn | Washington Crossing, PA
December 11th, 2024
6:00 pm EST
How to Plan for Tax Efficiency in Retirement
Chester County Library | Exton, PA
During Our Classes We Cover
Retirement Income
Will you have enough money in retirement? Learn strategies to help you generate guaranteed income
Market Volatility
How to protect yourself from market volatility in retirement through strategies designed to create reliable income
Legacy Planning
How to pass your IRA & 401(k) to future generations and lower the tax burden. Also, how the secure act may impact your estate.
RMD's
How you can legally eliminate taking Required Minimum Distributions (RMD's) at 72 years old.
Testimonials
Very informative. Information presented where the average person could understand. Relaxed atmosphere and very professional at the same time.
Maria g.
Glenside, PA
The speakers were entertaining, knowledgeable about both the new and old tax laws, and very capable in their analogies. It was a very cold night, and I expected the weather to discourage attendees but no. The room was packed and people came for the information, not for a pre-paid dinner.
susan C.
Telford, PA
The class provided lots of data, and great information and ideas for handling taxes properly and efficiently. I am an accredited investor and still learned more than I expected to.. A very good class.
Hugh P.
Bucks County, PA
I also have seen many presentation and these folks are the only ones I have heard talk about what happens AFTER TAX returns.
Kevin F.
Cherry Hill, NJ
Very enlightening and helpful at a time that I needed to hear it!
Sanra M.
Princeton, NJ
I was particularly interested in their deep knowledge regarding taxes in retirement, specifically tax avoidance. I learned several tips for avoiding tax when taking required minimum distributions. There is NO hard sell during or after this seminar. I would highly recommend that anyone take advantage of these seminars.
Ken T.
Yardley, PA
Get In Touch
Email: info@retirementmasterclass.org