Course

Retirement Planning Today!

Self-paced

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Full course description

Location: TBD

Room:  TBD

Day:  TBD

Time:  TBD

Dates:  TBD 

Description:  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, CFP® Certified Financial Planner™ 

Refund Policy:  Refunds, Cancellations & Substitutions

Life Management