How Tax Planning Changes Through Four Stages of Retirement (Novi Middle 2085-S26B)

Novi Middle 49000 W 11 M Rd Room 520 Novi, MI 48374
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TAX REFORM UPDATE - Learn the latest and how to best position yourself in today's new economy.

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for expenses. It is important to apply the tax code in an organized and efficient way. You will learn:

  • The critical tax questions to answer before retirement
  • The surprises that often make retirement more expensive
  • The four stages of retirement and important tax actions in each stage, including tricky IRA challenges
  • Mistakes to avoid when it comes to investments, health care, and estate planning
  • And much more

Attendees will receive an informational handout. Spouses may attend for no additional charge.

An Educational Learning Experience 

We spend most of our adult lives coping with financial issues, yet we receive virtually no formal education — from elementary school through college — to help us make wise investment decisions, prepare for retirement, and overcome other financial challenges. 

Many people get an education to learn a career — and in turn to make money. This course will explain how to make your money work harder for you.

What’s Included with Your Tuition

Educational Content 

This informative course is designed for educational purposes only. You’ll receive dynamic instruction on concepts and strategies—not on specific financial products and services. Your instructor will use straightforward language and real-world examples to illustrate important financial information you need to know. You’ll receive the latest facts and figures as well as practical strategies to help prepare for retirement. The presentation tools and handout materials are informative and visually appealing. By the end of the course, you’ll understand what your key areas of concern are and have a better idea of what you need to do to help improve your financial future. 

One-on-One Meeting 

By attending this course, you are entitled to a one-hour Complimentary Consultation with the Advisor. There is no obligation to attend this meeting. 

Free Planning Guide 

The comprehensive financial workbook is packed with information to help you apply what you learn to your own situation. It’s both your guide to the course and a valuable reference tool for the future. Helpful exercises give you the opportunity to plug in your specific numbers on worksheets and review how different investment and savings vehicles could affect your retirement. 

Tuition 

There are two classes for this course: April 14th and April 23rd. Please select the date that works best for you. 
Advance registration and prepayment are required. 
Tuition is $29.00 (in-district) and $34.00 (out-of-district).

Register Online 

Register online at: https://novi.arux.app/course/179/spring-summer-2026/how-tax-planning-changes-through-four-stages-of-retirement

Select your preferred course date. Attendees will receive an informational handout. Spouses may attend for no additional charge.