An Information-Rich Educational Course.
Get on the right track to pursuing financial independence.
During this comprehensive retirement planning course, you'll learn how to:
- Implement strategies to help your money last.
- Determine how much money you’ll need to retire.
- Avoid the 10 biggest retirement planning mistakes.
- Tax efficient strategies for preserving your nest egg.
- Work towards minimizing market volatility in your investment strategy.
- Diversify your investments for growth and income potential.
- Select the retirement plan distribution choice that is right for you.
- How to position your assets with the goal of minimizing taxes, fees and losses, and maximizing income.
Comprehensive Education
You will be instructed by a CERTIFIED FINANCIAL PLANNER™ on retirement planning strategies. We will start off by covering the basics before moving into client specific strategies with the goal of maximizing your wealth.
Locations for this course
TBD
Dates and Times
TBD
