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


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.