Thinking about retirement is one thing. Planning is another. With new tax law changes, uncertain social security and more and more employee-directed retirement plans, the need for smart, sound strategies have never been more important.
Attend sessions in person or via Zoom – mix and match to fit your schedule.
Just register for the first session that works best and let us know if you need to adjust the second session.
VirtualIn PersonIn PersonIn person, one one-hour session designed to build the fundamentals on prudently taking the first steps to long-term wealth!
Wise Wealth Strategies for Your 30s, 40s & 50s® is designed for professionals (age 35 – 50) at the peak of their income-earning years. This is a critical time for informed decision-making about wealth accumulation, debt management, tax mitigation, retirement planning, optimizing benefits, and being wise with family finances.
ONLINE Zoom Live Video Conference and IN PERSON Classes Offered
