Date

19 Jul 2025

Time

1:00 pm - 2:00 pm

APTA Will & Trust-Retirement, Income Planning and Legacy Protection

**Plan Smart. Retire Strong** FREE Zoom Session on Retirement, Income Planning & Legacy Protection Are you ready to take control of your financial future and retire with confidence? Join us for an informative session where we dive into proven strategies for securing your retirement. What You’ll Learn: 🔹 How to Retire Gracefully Smart strategies for a seamless and purposeful transition into retirement Tips for maintaining your health, independence, and social connections 🔹 Overcoming Retirement Challenges Combat inflation, rising healthcare costs, and market volatility Protect your savings and ensure long-term security 🔹 Annuities as Retirement Vehicles Understand the different types of annuities and how they work How annuities can provide stable, lifelong income and peace of mind 🔹 Using Indexed Universal Life (IUL) for Retirement Grow your wealth with tax advantages and flexible planning Combine life insurance protection with smart income strategies Event Details: 📅 Saturday, July 19, 2025 🕐 1:00 PM ET | 12:00 PM CT | 10:00 AM PT 💻 Join us on Zoom: https://apta.tiny.us/APTAWillandTrust ❓ Got Questions? Submit them here:https://forms.gle/KkrhGtqm3dqKxiwD9 ✅ Who Should Attend? This session is open exclusively to APTA Members who want to secure a stable and fulfilling retirement. Brought to you by the APTA Will & Trust Team & Leadership Team 2025–26
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