Full course description


Brandon Campus

10414 E. Columbus Dr.

Tampa, FL  33619

Room: BSSB 206/208

Day(s): Saturday

Time:  9:00 AM - 12:00 PM

Date(s): 9/9/17 and 9/16/17

Description:  This is a 2 day course.  Secure your financial future. It depends on building and preserving your wealth. This course will help you to understand tax shelters, trusts, and market trends. You may bring a spouse or one guest and share the textbook included. 

Learn how to:

  • Determine the amount of money you need to retire
  • Determine if Long Term Care insurance might be for you
  • Create your own goals for a "successful retirement"
  • Help eliminate debt and improve cash flow
  • Properly convert your IRA to a Roth IRA
  • Select the retirement plan distribution choice that is right for you
  • Plan your retirement income to preserve a comfortable standard of living
  • Transfer the risk of potential financial losses before or during retirement
  • Reduce or eliminate taxes, expenses, delays and legal challenges with estate planning

Instructor: Jeff Anderson