Full course description
ONLINE COURSE for adults ages 50 and older!
This course has been designed for those ages 50 and over who wish to educate themselves about planning for a successful retirement. This two-session course will help you determine if you are on track to accomplish your retirement goals, and provides comprehensive, objective knowledge you can easily apply to your situation. This course not only covers fundamental planning topics, but also advanced financial strategies, and how to integrate retirement planning, tax planning, estate planning, and risk protection strategies for the most ideal outcome. The course covers the complete retirement planning process including retirement income planning to help you achieve your desired lifestyle, tax planning strategies to keep more of what you have earned, strategies to manage investment risks, estate planning strategies, healthcare, Medicare and long-term care considerations, social security and pension claiming strategies, how to determine the savings you will need to retire today or in the future, and much more. A spouse or guest may attend at no additional charge. The course includes a digital course textbook and is a two-evening class.
Date & Time:
February 8 and 15, 2022 (2 Sessions)
Tony D’Amico, CFP®
A Zoom link will be emailed prior to the start of class
Questions? Contact us:
Jennifer Krupa, firstname.lastname@example.org