Retirement and Estate Planning Sponsored by Swan Capital Cost: Free

Date and Time:

Date: Thursday, March 12, 2026
Time: 4 PM – 8 PM

Ages 18 and up

Deadline to Register: March 5

Location: Fairhope Campus

Course Overview:

LEARN HOW TO OPTIMIZE YOUR RETIMENT INCOME AND PROTECT YOUR ESTATE Most Americans approaching retirement fear running out of money and handling with estate protection. Do you have a retirement and estate plan? Join SWAN Capital for an educational workshop, covering Retirement and Estate Planning (including how to avoid the top 10 estate planning mistakes that could save your heirs time and money). Get professional guidance on potentially reducing the taxation of your retirement income (Including Social Security), and how to position yourself for better returns on your investments, and with lower possible risks. Should you have Wills or Trusts? What is the best way to pass on assets to your loved ones? Learn how to protect your spouse’s and children’s inheritance from creditors, predators, future divorces, taxation, and lawsuits. A proper comprehensive estate plan will minimize or eliminate estate taxes, save time, and leave more money to your heirs. If you would like more information on how to optimize your retirement income while passing on your estate in a safe and tax-efficient way, this workshop is for you. Attend this workshop and learn: How to reduce or eliminate retirement and estate taxes Learn how taxes and IRAs impact your estate plan Financial strategies that could increase your retirement income and last a lifetime Different approaches to help protect your assets when they are passed on Tools and methods available to retirees to help develop a retirement tax strategy Common misconceptions about retirement and estate planning