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WORKSHOPS
FREE FINANCIAL SEMINARS TO HELP MAKE SENSE OF YOUR RETIREMENT
ABOUT OUR SEMINARS
Our free workshops are brought to you by Your Retirement Timeline. They are designed to be fun and engaging for everyone! We aim to educate and empower individuals and their guests about the importance of financial planning for the future. We offer a variety of topics that can help you today, tomorrow and ever after. With our easy-to-follow materials and experienced, licensed precenters, you will learn how to make the most of your financial resources and plan for a secure future. Gather your significant other and join us for a fun and informative workshop today!
"Y.R.T. is an educational resource for those close to retirement or recently retired. These educational workshops are presented by a select few retirement specialists who are dedicated to educating the public. There is NO SELLING or Sales Pitch allowed at these events. These are strictly for educational purposes. Our specialists are independent retirement specialists and do not work for any government entity. You'll have the opportunity to meet one on one with our specialists."
-Your Retirement Timeline
UPCOMING WORKSHOPS
Join us for upcoming seminars on Social Security and Retirement Income at
West Citrus Community Center
When: Tuesday August 22nd, 2023
Thursday August 24th, 2023
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Where: 8940 W. Veterans Dr.
Homosassa, FL 34448
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Topics to Discuss: Optimization, Taxes, When to Start Benefits, Spousal Impact, and much more!
Join us for upcoming seminars on Social Security and Retirement Income at
Wildwood Community Center
When: Tuesday September 12, 2023
Thursday September 13th, 2023
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Where: 6500 Powell Road
Wildwood, FL 34785
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Topics to Discuss: Optimization, Taxes, When to Start Benefits, Spousal Impact, and much more!
"Y.R.T. is an educational resource for those close to retirement or recently retired. These educational workshops are presented by a select few retirement specialists who are dedicated to educating the public. There is NO SELLING or Sales Pitch allowed at these events. These are strictly for educational purposes. Our specialists are independent retirement specialists and do not work for any government entity. You'll have the opportunity to meet one on one with our specialists."
-Your Retirement Timeline
RETIREMENT AND TAXES
Minimizing tax implications during retirement can be difficult. Knowing the steps to take and when to take them is key.
SOCIAL SECURITY AND RETIREMENT INCOME
Now that you are going to start using the money you've put aside, how will you benefit the most and optimize your income?
WILL AWARENESS AND ESTATE PLANNING
Easily overlooked but extremely important. What is your final plan for your assets? We help avoid a lengthy probate process for your loved ones by creating a plan now.
MEDICARE AND YOUR HEALTHCARE
This complicated system can be easier than you think with the right help. We We can answer most Medicare questions and connect you with the right people to get you the best coverage.