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UID:78@efcwealthmanagement.com
DTSTART:20260331T180000Z
DTEND:20260331T200000Z
DTSTAMP:20260328T145947Z
URL:https://www.efcwealthmanagement.com/events/laafe-santa-monica-library-
 main/
SUMMARY:LAAFE Santa Monica Library Main
DESCRIPTION:If you are nearing retirement or have already reached that stag
 e\, this course offers practical approaches to help you confidently plan f
 or the future. Covering topics from Social Security and taxes to investmen
 ts\, Medicare\, and estate planning\, it provides a thorough overview of t
 he most important areas. You will gain clarity on questions such as:\n\n 	
 How can I calculate my retirement costs?\n 	What is the most effective way
  to organize my investments in order to create a consistent source of inco
 me?\n 	Which accounts should I prioritize withdrawing from first during re
 tirementand in what order?\n 	Are there tax consequences involved in trans
 ferring money from a traditional IRA to a Roth IRA?\n 	How is income from 
 Social Security subject to taxation? What claiming strategies would be mos
 t effective for my spouse and me?\n 	What investment options are available
  to help achieve my objectives?\n 	How can I properly plan for medical exp
 enses during my retirement years?\n 	What are affordable long-term care al
 ternatives?\n 	What crucial estate planning documents should I ensure are 
 in place?\n\n&nbsp\;
ATTACH;FMTTYPE=image/jpeg:https://www.efcwealthmanagement.com/wp-content/u
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CATEGORIES:Retirement Readiness
LOCATION:https://maps.app.goo.gl/HaTuufMroZwndmzL7
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