Recover Your Retirement: Retirement Planning Course

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Retirement planning

Attend our Recover Your Retirement: Retirement Planning course to learn tax mitigation strategies to keep more of what you earn, save and invest, freshly updated for anticipated political and tax law changes.

The course has 10 sections, separated into two, 2 1/2-hour sessions.

One-Stop Retirement Planning Course Syllabus

Section 1: How much is enough?

Section 2: Tax Mitigation

Section 3: Lifestyle Planning

Section 4: Retirement Account Contributions & Distributions

Section 5: Rollovers and Beneficiaries

Section 6: Effective and Efficient Estate Planning

Section 7: Pensions, Social Security and Retirement Income Sources

Section 8: Investment Strategies

Section 9: Asset Protection & Longevity Planning 

Section 10: Pulling It All Together

In-Person

Saturdays: October 1 & 8 | 9:30am – 12:00pm

Virtual

Tuesdays: October 4 & 11 | 6:30pm – 9:00pm

Instructors

Recover your retirement: retirement planning course
David A. Witter
Recover your retirement: retirement planning course
Kellen H. Williams
Recover your retirement: retirement planning course
Danica Bolton

We invite you to join us for this information-packed retirement planning course.

View the event brochure for additional information.

Financial Harvest Wealth Advisors creates a safe environment in our office for visiting clients by practicing social distancing, wearing masks, and we have installed UV lights in our A/C system. Or, we'll work with you via Zoom or telephone conference. Your health, well-being, and peace of mind is our primary concern. 
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