Full course description

Location:

HCC at The Regent (Dual purpose building)

6437 Watson Rd

Riverview, FL 33578 Map

Entrance/Parking:  The HCC entrance is in the lower level of the building underneath the breezeway (back of the building).  Parking is located on the side of the building (lower level).  The upper level of the building is an event space.  (Dual purpose building)

Room: 106

Day(s): Tuesday

Time:  6:30 PM - 9:30 PM

Date(s): 9/19/17 and 9/26/17

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