Accumulating savings is only one aspect of retirement planning.
Blending financial education with life planning, this course – designed by the Financial Educator’s Network – aims to guide you on the path toward your desired retirement lifestyle. Our highly qualified instructors will help you to align your finances with your values and make informed decisions about investments and retirement plans.
Whether you plan to retire 20 years from now, or have just recently retired, the information acquired in this class can help you reap life-long rewards.
Topics covered include:
- Managing investment risks
- Reviewing your financial situation, as related to new tax laws
- Making informed decisions about your company’s retirement plan
- Adjusting and reevaluating your estate plan under new tax law
The course tuition includes includes a 224-page illustrated textbook. Couples may attend together for a single registration fee.
Class sizes are limited.
Financial Advisors do not provide specific tax/legal advice, and the information provided in this course should not be considered as such. Individuals should always consult their own tax/legal advisor in regards to their specific own tax/legal situation.
DOFU 3-21-18 2052405