The Changing World of Retirement Planning Class Series - Thursdays

DURING THIS CLASS SERIES, YOU WILL DISCOVER HOW TO:

• Evaluate the impact of tax law changes on your retirement
• Determine if you have enough money for retirement
• Use the 3 basic types of retirement accounts to maximize cash flow in retirement
• Evaluate the benefits of a Roth Conversion
• Maximize Social Security income
• Avoid the three basic "pitfalls" of retirement distribution planning
• Reduce or eliminate unwanted expenses or delays with estate planning
• Understand if your portfolio is truly "diversified"

My hope for you is that you take away some new ideas that will help you achieve a successful retirement and maybe have some fun along the way.

We will have some great materials for you and a workbook for each class. Class options are below:  
 

Thursdays, May 28 & June 4

Tuesdays, June 2 & 9