Free Retirement Class @ Henderson Community Center

Taxes and Retirement Class

Where:

Henderson Community Center

Shady Oak Room

123 Main St.

Henderson, NV 89012

When:

Tuesday, January 11th

6:30pm - 8:30pm

Who is the Retirement Institute seminar designed for?

  • Recent retirees or those planning to retire within the next 15 years

  • Concerned about future taxes in retirement, especially if the majority of retirement savings are in tax-deferred accounts

  • Have a retirement plan comprising a diversified portfolio, a social security statement, and a “Naked Investment Plan”

  • Interested in increasing financial literacy and developing a comprehensive retirement plan, covering Withdrawal Plan, Investment Plan, and Tax Plan

  • Seeking personalized guidance on investments, strategies, and stock markets, avoiding generic advice from big brokerage houses promoting products and mutual funds

  • Familiar with the distinction between fiduciary and non-fiduciary advice

  • Eager to optimize Social Security benefits in alignment with assets and pension

  • Looking to create a strategic investment plan using a bucket approach

  • Curious about the impact of ROTH conversions and TCJA on their retirement

The Retirement Institute is a coalition of experienced financial executives throughout the U.S. that are passionate about educating individuals before and after retirement.

The conventional approach to retirement 'planning' often involves a stack of statements, a diverse pie chart, and an overview of social security benefits. Our program goes beyond the traditional and empowers you to craft your own 21st Century Retirement Plan.

The class is designed to provide individuals who have recently retired or will be retiring in the next 15 years with accurate and up-to-date retirement education.

Retirement Institute was created because of that lack of proper financial education in all facets of retirement. 

Free Course Tuition and Workbook included

The Retirement Institute seminar is delivered in a classroom style format in 2 ½ hours or less and comes with a workbook and all necessary class materials.

Meet Your Host: Scott Groskreutz

Scott Groskreutz, president of SG Financial, leads a top retirement planning firm with the main office located in Henderson, NV, while serving clients across the country.

Operating as 100% independent fiduciaries, he and business partner Doug McDermott prioritize clients' best interests, and they have been featured in Fox, MarketWatch, and USA Today.

With a Series 65 License and a Life and Health License, Scott, a BYU graduate, combines academic knowledge with practical expertise.

Scott is a published author of "Expedition Retirement: Define Your Why, Secure Your Income, and Enjoy Your Journey," an Amazon bestseller.

Committed to community service, Scott supports The Gift of Gratitude Foundation, a 501(c)(3) organization, honoring veterans and first responders. Beyond finance, he enjoys ice hockey and cooking BBQ with his family.

 "The best investment you can make, is an investment in yourself ... The more you learn, the more you'll earn"

-Warren Buffett

Retirement Institute instructors are licensed and trained financial professionals. 

Retirement Institute does not promote or endorse any specific product or company, and no selling is allowed. This seminar is an educational course for general, non-commercial use and is not intended to be construed as tax, legal, or financial advice. 

Course attendees should seek professional advice from their financial or tax professional before applying strategies taught or discussed in the course.

This course is held all around the country at universities, libraries, and community centers, but is not affiliated with any of these locations.