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