April 18, 2022
Retirement Planning Today
The Retirement Planning Today course is designed for those who are near or beginning retirement (age 50 – 70).There is still time to register for this course!
The Retirement Planning Today course is held IN PERSON on Rollins Campus and is designed for those who are near or beginning retirement (age 50 – 70).
This course contains eight individual modules:
- How much is enough?
- Tax Mitigation
- Lifestyle Planning
- Retirement Account Contributions & Distributions
- Rollovers and Beneficiaries
- Effective and Efficient Estate Planning
- Pensions, Social Security and Retirement Income Sources
- Investment Strategies
- Asset Protection & Longevity Planning
- Pulling It All Together
Instructors
Dates
IN PERSON on Rollins Campus
Saturdays
April 23rd & April 30th
9:30am-12:00pm
OR
VIRTUAL, Live Zoom video conference
Tuesdays
April 26th & May 3rd
6:30pm-9:00pm
Registrants may bring one guest/spouse at no additional charge.
Once registered, we will email you a confirmation letter and instructions for locating the classroom on Rollins College campus.
The Financial Harvest Wealth Advisory team is dedicated to helping address the unique financial planning needs of each family, business, or individual that we have the privilege to serve. Our team members are focused on client success and helping our clients realize their most significant and meaningful life goals.
