Retirement Planning Today

In this two-evening workshop you’ll learn how to: manage investment risks, use new tax laws to your advantage, make informed decisions about your company retirement plan, and adjust your estate plan to function properly under the new laws. However, money is only one aspect of retirement planning. This course blends financial education with life planning to help you build wealth, align your money with your values, and achieve your retirement lifestyle goals. This course includes a 225-page illustrated textbook. Couples may attend together for a single registration fee. Class sizes are limited so register today!