Select the Course Topic You’re Interested in Attending
What Can You Expect By Attending Oxford Retirement Education?
This series of courses is designed to put the pieces together around the “Big Picture” as it relates to retirement planning.
Oxford Retirement Education courses are strictly educational. Strategies for planning your retirement with pieces such as 401(k)s, IRAs, brokerage accounts, taxes, health care, etc. will be covered, but specific financial products will NOT be discussed.
Your classes will be taught by financial professionals who will add to the learning experience with real-life examples.
The course format is inviting for questions and participation, though not required. For online courses you will be able to interact with the instructors through use of private chat. For your privacy you will not be seen or heard by other participants or teachers, outside of private chat.
Oxford Retirement Education Instructors
SAMUEL DIXON
Our instructors aren’t simply “theorists” who study investing. They are advisors with licenses Series 65, 215, and life
who are in the trenches every day designing wealth for retirees.
Here's a Quick Breakdown Of The Oxford Retirement Education Core Curriculum
TAXES AND YOUR RETIREMENT
Updated strategies due to changes in tax laws, plus learn what causes taxable events and how to potentially avoid it.
ESTATE PLANNING
Trusts, Wills and avoiding probate are only part of a successful estate plan. Join this course to learn both sides of estate planning and how to potentially save yourself from “billable hours”
SOCIAL SECURITY BENEFIT MAXIMIZATION
When, how and who qualifies, we will cover the basics of Social Security and how to avoid leaving money on the table. Social Security Disability will not be discussed in this course.
PART ONE
Select the course that you have the most immediate questions or concerns on. From there you will be given the opportunity to learn more about that specific subject. Each course has additional resources available after the course, such as assessments, retirement calculators, Social Security optimization guides and more.
Social Security – Learn basic rules and in-depth filing strategies including how the new tax laws have changes when you might want to file.
Estate Planning – We’ll cover the five estate planning options & the six things every estate plan should have.
Tax Planning – In-depth answers to the most asked tax questions, Roth vs Traditional IRA’s, & No Income CAPs.
Putting It All Together – Finally, we’ll make sure you’ve wrapped your head around it all with a Q+A.
PART TWO
Our instructors focus on tax efficient retirement planning in their day jobs, though not mandatory, we welcome you to schedule a chat with our team after your first course. They can answer any additional questions you may have as well as give suggestions on what other courses may be applicable to your situation.
Advisor Secrets – The secrets to investing that 99% of advisors neglect to tell you.
Costly Mistakes You Can Avoid – When you can identify the “red flags” you could save yourself a lot of money.
Income Planning – Income planning may be the most important piece, and that’s why we save it until day two.
Putting It All Together – Finally, we’ll make sure you’ve wrapped your head around it all with a Q+A.
Frequently Asked Questions
Do I have to attend all courses?
Many people find there is one specific topic that draws more concern for them than others. You do not have to register for multiple courses, though many have found it beneficial to attend more than one event.
Who is this for?
The information presented is designed to help pre-retirees and retirees. Some concepts are situational and best explored one-on-one and as such this class is best for those willing to have a follow-up call after the event. The strategies discussed are best suited for those with 100k or more in investable assets.
Who is presenting?
Oxford Wealth Group is a group of financial professionals with decades of experience both in the financial advisory space as well as in education. Their team has educated thousands of Florida families. They have also been asked to train thousands of financial professionals across the country to share the knowledge they have acquired.
Is there a “sales” pitch?
No, these events are strictly educational. Absolutely no product will be presented or sales pitch given. It is typical for the educator to offer a second, personal session with attendees to cover unique situations and answer specific questions.