Virtual

“Retirement Planning Course” ONLINE – THURSDAYS April 23 and April 30: 11:00 a.m. – 1:30 p.m.

$49.00

This course is held ONLINE 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.

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