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