Retirement Planning Today

This is a comprehensive, 5-hour, retirement planning course for those that really want to dig into retirement planning. It’s broken into two separate 2-1/2 hour evening sessions. Learn to: 

• Reduce taxes both prior to and during retirement • Determine the amount of money you need to retire comfortably • Select the retirement plan distribution choices that are right for you including optimizing Roths, annuities, social security and pensions • Manage investments, market volatility and potential financial losses during retirement • Make the right decisions on insurance and long-term care • Identify vital areas to cover during estate planning
The course fee includes bringing a complementary guest, but they must be preregistered.