Unlike financial seminars that focus on a specific topic, Retirement Planning Today is a comprehensive workshop that helps you see the "big picture." It examines many aspects of personal finance and how they can work together to help create an integrated retirement plan.
This course is an informational workshop. No specific financial products are discussed or sold.
Retirement Planning Today is held on Tuesday & Wednesday nights at the Desert Willow Conference Room.
The workshop is 2 weeks, with one 3-hour session per week.
There is a small fee of $49 for the materials for you and one guest.
Seating is limited, so be sure to reserve your spot!
During this 2-session workshop, you will learn the following:
How to determine the amount of money you need to retire
Help create your own goals for a “successful retirement”
Potentially eliminate debt and improve cash flow
Ways to properly convert your IRA to a Roth IRA
Select the retirement plan distribution choice that is right for you
Plan your retirement income to help preserve a comfortable standard of living
Transfer the risk of potential financial losses before or during retirement
Help reduce or eliminate taxes, expenses, delays and potential legal challenges with estate planning
When & Where
Retirement Planning Today is a 2-week course, with one session per week.
DATES: Choose between:
Tuesdays, February 12 & 19, 2019
Wednesdays, February 6 & 13, 2019
TIME: 6:30pm - 9:30pm
How to Register
Questions before you register? Contact us!
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