Unlock Your Retirement Potential: Strategies for Your Future
Lunch & Learn Session
Triangle Apartment Association Office
7920 ACC Blvd., Suite 220Raleigh, NC 27617
United States
* Registration open until 9/12/25 at 5:00 PM (EDT)
Event Details
What does your retirement future look like? In addition to your nest egg, have you explored other options? Join us for an informative lunch and learn session where you'll learn the basics of financial planning, strategies, and understand the importance of achieving economic/financial goals at any age or stage in life. Invest in your future today! Topics covered.
Retirement Planning Fundamentals
• Types of retirement accounts (401(k), IRA, Roth IRA, etc.)
• Diversification: what it means and how to implement it
• Risk tolerance and time horizon strategies
• Building a retirement portfolio that lasts
Tax Planning & Strategies
• Overview of current tax brackets and upcoming changes
• The impact of taxes on retirement income
• Pre-tax versus Roth versus after-tax strategies
• Planning for tax efficiency in retirement
Estate & Legacy Planning
• The importance of having a will and powers of attorney
• Trust basics and when they make sense
• Beneficiary designations: common mistakes to avoid
• Effectively and honorably passing on wealth
*Lunch Provided*
*Earn 1 continuing education credit*
Limited Seating!
For More Information:
About Your Facilitator:
Andrea DeLucia is the Founder of Life Future Wealth, specializing in Retirement Income and Tax-Free Planning. With over a decade of experience, she helps individuals and families design secure financial futures. Andrea combines financial strategy with coaching, empowering clients to make informed decisions at every stage of life. Her mission is to simplify complex financial topics, making retirement planning both approachable and actionable. Andrea has served as a co-host of a local financial radio show in North Carolina, made several television appearances, and contributed articles to various magazines, including Forbes.