Our Educational Events

 
Retirement Readiness Lecture Series
January 28 - 30, 2020
 
Historic Oakland Manor
Columbia, MD
 

 
 
Course Offerings
 
Day 1: Estate Planning Essentials 
 
Day 2: Ensuring Retirement Readiness
 
Day 3: Maximizing Retirement Income
 
 
No Cost    Educational Only    Bring a Friend

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Registration Required

Register Now

(Choose only the sessions you wish to attend.)

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- Day 1 -
Estate Planning Essentials
 
Tue, January 28, 7:00 - 9:00 p.m.


 

Will your Estate transfer quickly and issue-free to your heirs with the maximum amount possible, while preserving family harmony? In this class we'll cover:

  • Why most estate plans fail and what steps you can take to ensure long-term success.
  • How to optimize your estate plan to reduce or eliminate Federal and State death taxes.
  • Why it might be beneficial to avoid the time, expense, and hassle of Probate, and how to do so properly.
  • The pros and cons of Wills vs. Trusts and which one might be best for you.
  • How Estate Planning has changed in a new environment of rising estate tax exemptions and exemption portability.
  • How to plan for incapacity and avoid guardianship situations.
  • Why conflicts arise upon death and how proper estate planning can help preserve family harmony.
  • How to define specific goals for your family's unique planning needs and circumstances.
  • How to structure your life insurance for optimal tax efficiency and passing on the maximum benefit.

No matter how big or small your estate, if you want to make certain your estate plans are complete, optimized, and hassle-free for your family, attend this session to learn how!

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- Day 2 -
Ensuring Retirement Readiness
 
Wed, January 29, 7:00 - 9:00 p.m.


 

In this workshop we'll give you the insights, knowledge and best-practices for ensuring you are fully ready for your eventual retirement. Whether you're 10 months or 10 years away, this session will assist you in being properly prepared for a safe, successful and happy retirement. Topics to be discussed will include:

  • Accurately determine how much savings you need to have.
  • How much retirement income will you actually need.
  • The truth behind when people are actually retiring.
  • Understanding the real numbers behind life expectancy.
  • 10 Primary Risks of Retirement and how to address them.
  • 8 Major Components of a Comprehensive Retirement Plan.
  • Obtain a critical Retirement Readiness Checklist.
  • Determine if you're on track with where you need to be?
  • Steps can you take to shift the odds of success and happiness in your favor?

Plenty of time is allocated for Q&A! Plan to leave with the knowledge needed to significantly enhance your retirement confidence and financial outlook!

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- Day 3 -
Maximizing Retirement Income
 
Thur, January 30, 7:00 - 9:00 p.m.


 

What’s more essential to retirement financial security than having a solid plan for the income you will live on in retirement and protecting your wealth from the inherent risks? Here you’ll learn:

  • How much can you safely withdraw from your portfolio in retirement.
  • Methods and strategies for reliably turning your IRA’s, 401k’s, 403b’s, TSP’s into the maximum income possible during retirement.
  • Does it make tax-sense to convert IRA’s and 401k’s to a Roth IRA?
  • When to start Social Security and can you count on it being there for you.
  • Strategies available for protecting principal and guarding against stock market, interest rate, and inflation risks during retirement.
  • The pros & cons of using Annuities in your plans.
  • Should your investment strategy change when you’re in or nearing retirement?
  • How to optimize taking Required Minimum Distributions (RMDs) from IRAs, 401ks, 403bs, and TSPs to minimize the tax impact.
  • Strategies to address the potential for large unplanned Medical and Long-Term Care costs.
  • How to coordinate income from Social Security, Pensions, and withdrawals from savings for maximum personal benefit.

If you are serious about preparing well and maximizing your potential for happiness and enjoyment in retirement, attend this session!

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Registration Required

Register Now

(Choose only the sessions you wish to attend)

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About Your Presenter

Your Presenter will be Mark Timmick, who is President of Timmick Financial Group, a firm that specializes exclusively in Retirement Financial Planning and Investment Management. Mark is a Registered Investment Advisor Representative, an Accredited Investment Fiduciary (AIF), a licensed securities representative, and a licensed insurance agent. Known for his dynamic and engaging style, Mark is skilled at communicating complex financial information in layman’s terms.

Mark has worked in financial services for over three decades and his experience includes positions with T. Rowe Price, Fannie Mae, Thompson-Reuters, Path Capital Management and Marriott. Mark is a frequent public speaker on retirement financial planning, has written regular columns for local newspapers, and wrote his own comprehensive thesis on Wealth Management and Investing for Retirement. Mark’s personal mission is to make a meaningful difference in the lives of those he is called to serve. His own dream is to be an impactful leader in helping others make their retirement dreams a reality.
 

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About Timmick Financial Group

Based in Columbia, MD and faithfully serving the Baltimore-Washington region for over a decade now, Timmick Financial Group is a firm focused exclusively on Retirement Planning where we guide people in creating secure financial futures so they can enjoy happy, free and fulfilling lives during their treasured years in retirement.

Planning for retirement entails a wide array of financial decisions and an overwhelming number of choices for how to achieve your important goals and dreams. We believe that one-size solutions do not fit all, so we work closely with you to carefully determine the right strategies for your unique circumstances, goals, attitudes about money, and tolerance for risk. Our many years of dedicated focus in this area of expertise has allowed us to develop unique insights, strategies and solutions that deliver the financial confidence every retiree seeks.

Whether planning for an eventual retirement, or already retired and seeking to optimize your financial circumstances, we can help guide you to an approach that fits the unique person that you are.

 

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Registration Required

Register Now

(Choose only the sessions you wish to attend)

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