Estate planning viewed through the lens of asset protection.®

Rules Changing for Retiring Baby Boomers

On Behalf of | Nov 1, 2017 | Firm News |

How is retirement planning in the 21st century different than that of your parents? Chances are, your retirement looks and feels vastly different than the generation before you. As a result, your approach to retirement and estate planning must change.

Rod Hatley will be a presenter at The Changing World of Retirement Planning™ a two-night workshop on November 7 and November 14. It is ideal for adults ages 50 to 70. Brian W. Britt, Founder and Senior Retirement Strategist for Clearwealth Asset Management Inc., a retirement planning and asset management firm that he founded in 2010, is the host and instructor.

Retirement planning in the 21st century is not the same as that of your parents and grandparents. Retirement looks and feels vastly different than the generation before you. As a result, your approach to the retirement planning process must change. This course begins by exploring an updated approach to retirement planning that accounts for all the challenges and pitfalls that are unique to the rapidly changing world in which we now live.

The rules for a retiring 1946 – 1964 generation of baby boomers have changed. Learn how those changes affect you as you prepare to live a prosperous retirement. Regardless of your stage in the retirement process, you’ll learn updated strategies that will help you build and preserve wealth in volatile times. Above all, this course is designed to help you assess your current financial position, and lay out a personalized road map that helps you achieve your retirement goals.

Topics include: retiring in the 21st century; tax rate risk; retirement distribution planning; estate planning; maximizing social security; mitigating market loss; retirement distribution pitfalls; and long-term care planning.

Rod will present the Estate Planning Section of the program. He will cover how estate planning involves more than just reducing your taxes. It’s also about making sure your assets are distributed as you wish – both now and after you’re gone. Rod will discuss strategies and techniques to reduce or eliminate estate taxes, delays, and legal challenges following your death. You’ll also learn how to build an estate plan that addresses your wishes should you have an incapacity due to an illness or injury. He will also explain the benefits of using a trust versus a will when determining how to best transfer your assets upon death.

Workshop Details:

The November 7 and November 14, 6:30 p.m. to 9:30 p.m. workshop will be held at Clearwealth Asset Management’s offices at 12636 High Bluff Drive, Suite 400 in Carmel Valley. Advance registration is required. There is a refundable registration fee of $49 and the workshop includes one textbook.

Register at or call 858-564-7090 with questions or to register.

LOCATION CHANGE: The online registration form states the workshop location as: UCSD, One Scholarship Drive North, La Jolla, California 92093. The new location is: Clearwealth Asset Management Inc. Offices, 12636 High Bluff Drive, Suite 400, San Diego, California 92130.

Brian Britt is an Investment Advisory Representative of Institute for Wealth Advisors, Inc and is also a California state licensed Insurance Agent No. 0B75771. Advisory service is offered through Institute for Wealth Advisors, Inc, an SEC registered investment advisor, Dallas, TX. This course is offered by the National Society of Financial Educators (