Full course description
With the current market volatility, this online course will help you determine if you are still on track to accomplish your retirement goals. This class has been designed for those ages 50 to 70 who wish to educate themselves about planning for a successful retirement. Retirement planning has taken on a much greater importance as life expectancy's have increased, people are retiring earlier, and many view retirement as a new and fulfilling chapter to their life. During this 2 session course, you will learn how to define retirement goals and leave the online class with practical information you can apply immediately in your personal lives. This educational course covers the complete planning process including retirement income planning to help you achieve your desired lifestyle, tax planning strategies to save money, strategies to manage investment risks, estate planning strategies to reduce or eliminate delays, stress and expenses, healthcare 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.
Enrollment fee includes one 200+ page digital e-book
Date & Time:
February 2 and February 9, 2021
Tony D'Amico, ENT
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