Free Social Security and Income Protection Class @ Monument Inn

Social Security and Income Protection

Where:

The Monument Inn

4406 Independence Pkwy,

La Porte, Tx, 77571

Lunch and Learn hosted by Carlin Financial Group

When:

Tuesday, March 26th

11:30 a.m.

Who is Retire Educated designed for...

  •  Individuals who are recently retired or retiring in the next 15 years
  • Majority of your retirement savings are in tax deferred accounts, and you are worried about future taxes in retirement
  • ​ Your retirement plan consists of a diversified portfolio, a social security statement, and a “Naked Investment Plan”
  • ​ Individuals wanting to increase their financial literacy and create their own comprehensive retirement plan… (Withdrawal Plan, Investment Plan, and Tax Plan)
  • ​Investors seeking guidance on how investments, strategies, and stock markets apply to them specially, not by the big box brokerage houses pushing products and mutual funds
  • ​Understand the difference between fiduciary and non-fiduciary advice
  • ​Learn how to Optimize your Social Security around your assets and pension
  • ​How to create a bucket plan strategy with your investments
  • ​Why ROTH conversions and TCJA could impact your retirement

Retire Educated is a coalition of experienced financial executives throughout the U.S. that are passionate about educating pre and post retirees.


Traditional retirement “planning” consists of a stack of statements, a diversified pie chart, and social security benefits. This course will teach you how to create 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.


Retire Educated was created because of that lack of proper financial education on all areas of retirement. 


Free Course Tuition and Workbook


Retire Educated is delivered in a classroom style format in 2 ½ hours or less and comes with a workbook and class materials.


Retire Educated instructors are licensed and trained financial professionals. 


Retire Educated does not promote or endorse any specific product or company, and no selling is allowed. Retire Educated is an education course for general, non-commercial, education only and are 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.

Hosted by Matt Carlin, an Investment Advisor Representative for Carlin Financial Group. This course is held all around the country at universities, libraries, and community centers, but is not affiliated with any of these locations.

 "The best investment you can make, is an investment in yourself...

The more you learn, the more you'll earn"


- Warren Buffett