Financial Planning Classes

Kautz/Buckley Independent Wealth Management is committed to educating our clients in order to gain control of the present, plan for the future and prepare for the unexpected. Register for one of our upcoming classes to learn more.

Retirement By Design - For Adults Ages 50 to 70

Retirement by Design is an educational course for adults ages 50 to 70. This bi-weekly class is conducted in a classroom setting, and all attendees will be given a workbook to follow along and take home with them after the class. By attending this course you will learn ways to save and preserve income in order to successfully transition into the next chapter of your life. You will discover how to manage risk in investments and manage tax liability involved with estate planning. You will learn how to implement financial strategies to help elderly parents and family when faced with difficult healthcare decisions. Ultimately, this course teaches you how to evaluate your current financial situation and create a plan that will help you achieve your retirement goals.
Inquire more about our classes by calling this number – (716) 408-0487.  Classes are $49 per couple.  If you are currently a Kautz/Buckley Independent Wealth Management client, classes are free for you and a guest.You can register for class by filling out our Registration Form on this page. For payment, we now offer PayPal or mail a check payable to APAI into our office.

Course Topics

  • An overview of the financial planning process
  • Early retirement considerations
  • Delayed retirement considerations
  • Working during retirement
  • Minimum required distributions
  • Direct transfers, rollovers, and transfers
  • Annity income
  • An overview of the financial planning process
  • Early retirement considerations
  • Delayed retirement considerations
  • Working during retirement
  • Minimum required distributions
  • Direct transfers, rollovers, and transfers
  • Annity income
  • Tax rates and strategies
  • Using credit and debit
  • Taxable investment and transfers
  • Capital gains on investments
  • Life Insurance
  • Long Term Care Insurance
  • Disability Insurance
  • Medicare and Medicaid
  • Understanding IRA’s
  • 401k transfers
  • IRA conversions
  • Defined benefit plans
  • Define contribution plans
  • Taxes
  • Probate
  • Benefits of wills and trusts
  • Gifting

Course Locations & Times

Hilbert College

Address

5200 South Park Ave,
Hamburg, NY 14075
Bogel Hall, room 101

Next Class Dates & Times