This comprehensive course combines life planning and retirement planning concepts that will help attendees create a plan to retire early, use new tax laws to their advantage, ask the right questions when evaluating insurance coverage, select the retirement plan distribution choice that is right for them, use 5 investment strategies to minimize risks and maximize returns, and plan retirement income strategies to preserve their standard of living.
Attendees will receive two workbooks (one for each session) which give examples and illustrations to support instruction.
This course is educational and non-commercial. No specific financial products are sold. No special skills or level of experience is required.
Suggested age range is 50 – 70 years old, however, younger is perfectly fine.