Financial Strategies for Successful Retirement
Financial Strategies for Successful Retirement® is a course designed to help educate attendees about important concepts such as: retirement planning, tax planning, estate planning, investments, and risk management.
Students who attend the class will learn about the many factors that affect their financial plan and how to incorporate them into a robust plan.
The classes are designed to help educate attendees about important concepts regarding retirement planning.
The class will help address questions such as:
- Do you have enough money to retire?
- Are you prepared for the next market correction?
- Do you know all the ways to maximize your Social Security benefits?
- Will you have enough money to cover your retirement care?
- Do you know how probate and estate taxes work?