Foundation for Retirement

Discover fundamental principles, tools and techniques necessary to navigate the complexities of retirement planning in today's dynamic financial landscape.

In this class we will cover some of the most common concerns among modern retirees including why a financial plan is important, identifying your best strategy for Social Security, how to keep your Medicare premiums to a minimum, when and how to withdraw money from different accounts and most importantly, tax planning throughout retirement.

Jason Johnson

Instructor

With over two decades in the financial services profession, Jason has had the opportunity to work with some of the top financial institutions and advisors across the Midwest. This experience has allowed him to develop a unique perspective on holistic financial planning and the value of working with an advisor you trust. Education, investments, insurance, tax planning, retirement, estate planning—Jason has a knack for seeing your big picture and crafting a personalized plan with straightforward, achievable steps. Whether it’s sending your children to college, enjoying a comfortable retirement, or creating a lasting legacy, empowering your dreams drives his passion for planning.

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