“Recovering Your Retirement Course” – SATURDAYS January 30, 2021 and February 6, 2021: 9:30AM – 12:30PM

$49.00

This course is held via ONLINE Zoom Live Video Conference and is designed for those who are near or beginning retirement (age 50 – 70).

This course contains eight individual modules:

  • How much is enough?
  • Tax Mitigation
  • Lifestyle Planning
  • Retirement Account Contributions & Distributions
  • Rollovers and Beneficiaries
  • Effective and Efficient Estate Planning
  • Pensions, Social Security and Retirement Income Sources
  • Investment Strategies
  • Asset Protection & Longevity Planning
  • Pulling It All Together

Registrants may bring one guest/spouse at no additional charge.

Once registered, we will email you a confirmation letter with the zoom video link to use for the course series (Tuesdays or Saturdays) you have requested.

PDF course workbook for each session will be provided to you in advance of each session. You may print them if you would like.

Register

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