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Webinars with Adam Scott

An Educational Course for Retirees Age 65+
Who should attend? 

While there are many courses available for pre-retirement planning, this unique course focuses on the concerns, issues, and needs of today's retirees. Whether you're planning for many years in the future or looking for immediate answers to financial concerns, this course provides an eye-opening experience.

Classroom Experience

Our Process
Our History

Learn about important financial topics such as:

  • Calculating whether you should convert your IRA to a Roth IRA
  • Evaluating and planning for health care, long-term care, incapacity and end-of-life decisions
  • Identifying the primary threats to your retirement savings
  • Planning your retirement income to preserve a comfortable lifestyle
  • Affording and enjoying travel, hobbies, sports, crafts, socializing, business ventures & lifelong learning

Your Instructor(s)

Adam P. Scott, CFP®  is host of Red Carpet Retirement™ podcast and is a fee-only CERTIFIED FINANCIAL PLANNER™, professional based in Santa Monica.

Learn more about Adam

Retirement Income Concerns

  • Finding balance in retirement
  • How financial rules change at retirement
  • Embracing a self-reliant retirement
  • Why Americans retire earlier and live longer than expected
  • Transferring longevity risk
  • Elder fraud prevention

How Long Will My Money Last?

  • Estimating annual retirement expenses
  • Calculating annual withdrawal rates
  • The impact of declining markets
  • Taxes and inflation
  • Understanding inflation

Investments

  • Feelings vs. behavior
  • Investment considerations
  • Common interest risks
  • Risk management strategies
  • Navigating income taxes
  • Tax exempt vs. taxable income
  • Cash reserve accounts
  • DIY vs. professional money management
  • Individually managed accounts
  • Mutual, index and exchange-traded funds
  • Immediate, deferred, variable, fixed, and indexed annuities

Retirement Income Sources

  • Social Security strategies and taxation
  • IRAs vs. Roth IRAs
  • Required minimum distributions
  • Tax efficiency and withdrawal choices
  • IRA to Roth IRA conversions
  • 401(k) rollovers
  • Pensions: lump sum or payments?
  • Annuity withdrawal choices
  • Choosing your beneficiary

Health Care Planning

  • Health insurance and health care costs
  • Evaluating the cost of coverage
  • Health insurance options in retirement
  • Company Medicare plans
  • Planning for long-term care expenses
  • Long-term care insurance
  • Legal planning

Estate Planning

  • Reasons to update your estate plan
  • Estate planning and distribution
  • The probate process
  • Wills, intestacy and trusts
  • Comparing different types of trusts
  • Life insurance and annuities
  • Taxation of estates

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Wellacre Global Wealth Advisors, Financial Planning Consultants, Santa Monica, CA