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2023 Retirement Planning Today! is a Course

2023 Retirement Planning Today!


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Full course description


TCTC at HCC (Davis Islands)

39 Columbia Drive

Tampa, FL 33606 Map

Room:  125

Day:  Saturday

Time:  9:00 AM - 11:00 AM

Dates:  10/15/22  and 10/22/22 

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