AN ENGAGING EDUCATIONAL COURSE TEACHING YOU HOW TO BUILD A COMPREHENSIVE PLAN FOR RETIREMENT.
During this course, you will learn the keys to building a successful retirement blueprint. You will hear about the do’s and don’ts of retirement. Upon completion of this course you will know potential strategies to utilize to enjoy a peaceful retirement.
If you are near or in retirement this course will provide you with tools to implement in your retirement planning. Whether your question is related to Social Security, taxes before or after retirement, investments, Medicare or estate planning, we will provide content helpful for you. It will be time well spent.
If you are saving enough for retirement
How to decide the best method of taking out your money at retirement
If you have the core estate documents in place
Options for taking Social Security benefits
Ways to mitigate taxes before and after retirement
How to align your investments to meet your income needs in retirement
The keys to making decisions about Medicare
3.5 hours of classroom instruction from a Certified Financial Planner TM
Retirement Planning Guidebook with over 140+ pages to reference after the class
Objective education with no products or sales pitches