How will you plan for retirement?
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.
Tuesdays, May 15 & 22, 2018 OR Thursdays, May 17 & 24, 2018
6:30 - 9:30 PM
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, May 15 & 22, 2018
Thursdays, May 17 & 24, 2018
TIME: 6:30pm - 9:30pm
How to Register
Questions before you register? Contact us!
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