My passion is financial literacy for ANY age, from basic financial principles to retirement strategies. Just this week I spoke to a group of post-retirement age women to bring them up to date with the latest legislative changes to Traditional IRA required minimum distributions, charitable rollovers, and Inherited IRAs. The rules changed with the two SECURE Act legislations, and it makes rethinking your beneficiaries a must! Roth IRAs too!
Here are some of my other presentations:
- Learn the Language – Introduces common terms used in the financial world.
- What Does It Mean to Invest? – Covers saving vs investing, stocks, bonds, and asset allocation (how to combine stocks, bond, and cash).
- The Most Important Investing Question – Covers asset allocation, risk tolerance and risk capacity.
- Investment Strategies in Retirement – Covers common concerns, asset allocation, allocation change and rebalance, portfolio concentration, and income streams.
- Waking Up in 2023! – What changed for Individual Retirement Arrangements with SECURE 1.0 and 2.0? Includes required minimum distributions, charitable rollovers, and inherited IRAs.
- Waking Up in 2023! – What changed for small business owners with SECURE 1.0 and 2.0? Covers new retirement plans, new retirement plan features, and tax incentives for small business owners.
The age groups for the above have ranged from college students to retirees. Each has received five out of five stars! If you have a topic in mind or want help to select an appropriate topic for your age group, let’s talk! Contact me or call 480-201-5364 and please leave a message.
Beverly Bowers, CFP®
