$49.00

This course is held IN PERSON at the Winter Park Library 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 and instructions for locating the classroom on the Winter Park Library.

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

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