Retirement Planning Weekend
West Covina Hills Seventh-Day Adventist Church invites our membership to attend this fun, highly informative and valuable event.
Special Guest Speaker
Melody Juge
Investment Advisor Representative
Founder | Senior Partner
Life Income Management™
Q&A Moderator
Samuel S. Young, MBA
Investment Advisor Representative
West Coast Regional Director | Partner
Life Income Management™
Retirement Planning Tips
Light Dinner
Saturday, February 11th at 6:00PM Sharp
YOU WILL LEARN:
- Costly retirement pitfalls and how to avoid them
- Should you consider converting your IRA to a Roth IRA
- How to determine your retirement life income requirement
- How to determine when to start your social security benefit
- The single most important consideration for your retirement planning
- What is required minimum distribution, how to calculate it and when to take it
- Four big mistakes people make when planning retirement and how to avoid them
For Women Only (Closed Session)
Continental Breakfast
Sunday, February 12th at 9:30AM Sharp
YOU WILL LEARN:
- How to avoid penalties on your retirement income
- How to determine your retirement life income requirement
- How to determine when to start your social security benefit
- Three biggest mistakes women make when approaching retirement
- What is required minimum distribution, how to calculate it and when to take it
Millennials - Getting On Track
Lunch
Sunday, February 12th at 1:00PM Sharp
YOU WILL LEARN:
- How to do your own investing
- How to begin to plan your own retirement
- Three major considerations to financial freedom
- How to take advantage of employee sponsored plans
- The power of the three phases of long term financial planning
