Due to recent tax law changes, an uncertain future for Social Security, and the shift toward employee-directed retirement plans, the need for sound financial strategies has never been greater. In straightforward language, this class explains time-tested strategies that help you to make informed financial decisions. Whether your objective is to build a nest egg, protect your assets, or preserve your lifestyle throughout retirement, this course helps you confidently plan your future. By attending Retirement Planning Today®, you learn about the many ways to save for retirement and the advantages and disadvantages of each. You discover how to save money on taxes, manage investment risks and protect your assets from potential long-term healthcare expenses. Above all, this course shows you how to assess your financial situation and develop a personalized plan to achieve your retirement goals.
Retirement Planning Today® contains something for everyone. We address financial issues about the self-employed and employees of corporations and government agencies. The course is designed to teach you how to build wealth and align your money with your values to accomplish your goals in life. Whether you plan to retire 20 years from now or have just recently retired, the information you learn in this class can deliver rewards throughout your lifetime.
Course DatesTuesday evenings: October 3rd and October 10th, 2023
Thursday evening: October 5th and October 12th, 2023
All sessions are from 6:30 - 9 PM