You're invited. Join us for a no cost, in-person class on Retirement and Estate Planning.
Retirement & Estate Planning Class
Learn how retirement income, taxes, investments, and estate planning work together, and what to consider before making important retirement decisions.
Tuesday, November 17 at 4:00 PM
Pensacola State College - Milton Campus
5988 Highway 90, Milton, FL 32583
Massey Administration Building 4200, Room 4240
In this three-hour class, we'll cover:
1. Estate Planning
Wills vs trusts. Probate considerations. Power of attorney. And how your home's title could be quietly working against your estate plan.
2. Tax Strategies
How the tax brackets work. When Roth conversions make sense. How to sequence your withdrawals. And how to help avoid paying more for Medicare than you need to.
3. Investments & Retirement Income
How to position your portfolio for income. When annuities make sense and when they don't. Social Security timing. And how to build an income bridge across the different phases of retirement.
You'll receive a workbook with action checklists and space for notes. You’ll leave with clearer questions and next steps to consider for your own situation.
"This is a class. Not a dinner. Not a pitch."
Nobody is going to ask you to move your money. Nothing is for sale.
SWAN University is built around education. You'll spend three hours learning how retirement income, tax strategies, and estate planning decisions work together.
And you'll leave with the tools to make better decisions for your family.
This class covers what most retirees wish they'd learned years ago.
Meet Your Instructor
Andrew McNair | Founder and CEO, SWAN Capital
Andrew McNair is dedicated to helping families achieve financial peace of mind.
As the Founder and CEO of SWAN Capital, Andrew's mission is to help families "Sleep Well At Night" through Total Wealth Management, offering integrated retirement plans that address income, tax, health care, and estate needs.
SWAN Capital has a tax preparer, estate planning attorney, and financial planners all under one roof.
Andrew hosts a weekly radio show, "What Your Money Would Say," on WCOA 1370AM, along with a weekly TV show of the same name airing on WEAR-ABC and WKRG-CBS. He's the author of four books and has been featured on WSJ, Forbes, Fox Business, and MarketWatch.
AS SEEN IN
Reserve your seat now.
No charge to attend. Seating is limited and reservations are required.
107 W. Gregory Street
Pensacola, FL 32502
850.380.9558
1539 U.S. HWY 98, Suite 301
Daphne, AL 36526
251.800.7499
SWAN Capital, LLC (“SWAN”) is a Registered Investment Adviser (“RIA”). Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority.
The information on this website is for general information only. It does not constitute investment advice or advice on tax or legal matters. Investment advice will only be given after a client engages our services by executing the appropriate investment services agreement and shall be subject to the terms and conditions therein.
SWAN renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. All investments carry risk, and no investment strategy can guarantee a profit or protect from loss of capital. Past performance is not indicative of future results.
SWAN Capital events, including SWAN University classes and workshops, may be photographed and recorded. Attendees may appear in recorded content, which SWAN may use in its educational and marketing materials. Attendance constitutes acknowledgment of this practice.