Loading...

Course Description

You’ve worked hard to save for your retirement. Now you need to plan to use your money in a careful, measured way...to make it last a lifetime.In this workshop, you will learn how to:

  • Identify sources of income, including Social Security
  • Assess the impact of future health care costs in retirement
  • Evaluate expenses and strategies to fill the gap
  • Evaluate if you have the right mix of investments
  • Assess what factors impact portfolio performance
  • Identify different investment vehicles to help reduce taxes

 

Loading...
Thank you for your interest in this course. Unfortunately, the course you have selected is currently not open for enrollment. Please complete a Course Inquiry so that we may promptly notify you when enrollment opens.