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UID:103@efcwealthmanagement.com
DTSTART:20261021T180000Z
DTEND:20261021T200000Z
DTSTAMP:20260826T104753Z
URL:https://www.efcwealthmanagement.com/events/laafe-at-pepperdine-graziad
 io-business-school/
SUMMARY:LAAFE at Pepperdine Graziadio Business School
DESCRIPTION:If you are near or in retirement\, this course will equip you w
 ith tools to implement in your retirement planning! Whether your questions
  are related to Social Security\, taxes\, investments\, Medicare\, or esta
 te planning\, this course covers it all.\n*How do I determine how much I w
 ill spend in retirement?\n*How can I align my investments to meet my incom
 e needs in retirement?\n*Which accounts should I pull my income from in re
 tirement\, and in what order?\n*Will I pay taxes if I convert money from a
 n IRA to a Roth IRA?\n*How are Social Security benefits taxed?\n*What Soci
 al Security coordination strategies would make sense to use for me and my 
 spouse?\n*What are my investment options?\n*How do I best plan for health 
 care expenses in retirement?\n*What are some affordable long-term care sol
 utions?\n*What core estate planning documents should I have in place?
ATTACH;FMTTYPE=image/jpeg:https://www.efcwealthmanagement.com/wp-content/u
 ploads/2026/03/laafe-new-2026.jpg
CATEGORIES:LAAFE
LOCATION:https://maps.app.goo.gl/Z7fx5sTwBmiRGDwK9
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