Jacksonville Retirement Academy

The New Reality in Our Retirement

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FREE

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(904) 232-8760

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Retirement fundamentals are substantially different now. Learning and applying new truths and techniques will prepare you for what's ahead so that you can retire successfully.

ABOUT THE COURSE

Retiring in our New Reality

  • Threats to our retirement
  • Developing a plan for today’s world

The Risk of Increasing Tax Rates

  • What the true experts say about future tax rates (The new tax law doesn’t address this.)
  • Did we really lose all those deductions in retirement?

Income Planning in Retirement

  • Maximizing retirement cash flow
  • Roth IRA vs. traditional IRA – Which is best?
  • How you could reduce or eliminate taxes in retirement

The New Reality in Our Social Security Benefits

  • Social Security taxation
  • How to reduce or eliminate taxes on your Social Security

Protecting Against Market Loss

  • What actually happens to you in a market loss
  • Does buy and hold work today?

The New Reality in Our Estate Planning

  • What is estate planning, and do I really need it?
  • What is probate?
  • Should I have a will or a trust?

The New Reality in Our Long-Term Care Planning

  • The effect of long-term care expenses on your retirement
  • What are the community spouse rules and their effect?

Meet Your Instructor

Adam Wolf

Adam Wolf is the president of Wolf Retirement Navigation, LLC and has more than 17 years of experience in the personal financial services industry. He holds a Bachelor’s Degree in Finance and Accounting from Virginia Tech and is a licensed insurance agent in Florida and many other states.

Adam has been a Certified Public Accountant since 2002, and he earned his Certified Financial Planning:tm: certification in 2005, a designation held by a select number of advisors in the financial industry who uphold the board’s uncompromising set of standards. He is knowledgeable and current in the areas of financial planning, taxes, annuities, life insurance, and investments and genuinely understands how these products deliver solutions for clients to reach their financial goals, especially in the years leading up to and through retirement. Adam also works closely with other professionals, including CPAs and estate attorneys, to give his clients every possible chance to succeed when building individualized and comprehensive written retirement plans.

Adam began his career learning the tax compliance and financial planning business through his work in both large and small CPA firms. He then worked with a large Registered Investment Advisory firm for five years, managing clients’ investment portfolios and providing personal financial and tax planning advice. Adam is also experienced in annuity and life insurance strategy, design, sales, and implementation, having worked for a retirement strategies company in Northeast Florida. In addition, Adam served as the director of an affiliate tax firm and provided tax compliance and planning services to his clients.

Adam routinely appears on television as “Jacksonville’s Retirement Coach” on River City Live and First Coast Living. He has written several articles, has been published in numerous newspapers, is a RetireMentor for the Wall Street Journal’s MarketWatch.com, and has been quoted elsewhere in the Wall Street Journal. Through several local radio shows, Adam shares his breadth of knowledge and helps viewers gain valuable insight into their retirement years.

Upcoming Courses

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Contact Us

Office Location:

Jacksonville Office
4230 Pablo Professional Ct.
Suite 101
Jacksonville, Florida 32224

P: (904) 232-8760

Classroom Location:

Thrasher-Horne Center
283 College Drive
Orange Park, FL 32065

Office Location:

Clay Office
4711 US Highway 17
Suite C-5
Fleming Island, FL 32003

Classroom Location:

University of North Florida
Adam W. Herbert University Center
12000 Alumni Drive
Jacksonville, FL 32224