ABOUT THIS COURSE
WHY ATTEND THIS COURSE?
The financial landscape is always changing; new tax laws are taking effect, the stock market is experiencing unprecedented volatility, and the cost of healthcare is rising. Now, more than ever, it is important to have sound financial strategies in place to ensure a successful retirement. Whether your objective is to build a nest egg, make federal tax laws work in your favor, or preserve your standard of living throughout retirement, this course will help you plan your future with confidence.
who should attend?
This course has valuable information for everyone. We discuss the many ways to save for retirement and the advantages of each. You will learn how to avoid running out of money, secure your retirement income sources, and avoid penalties associated with early withdrawal. Most importantly, this course shows you how to assess your current financial situation and develop a personalized plan to pursue your retirement goals.