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Retirement Planning Today
March 31, 2018 @ 10:00 am - 1:00 pm
Offering #4
In this course you’ll learn how to: manage investment risks, use new tax laws to your advantage, make informed decisions about your company’s retirement plan, and adjust your estate plan to function properly under the new laws.
However, money is only one aspect of retirement planning. This course blends financial education with life planning to help you build wealth, align your money with your values, and achieve your retirement lifestyle goals.
This course includes a 225-page illustrated textbook. Couples may attend together for a single registration fee. Class sizes are limited so register today.
This comprehensive course on preparing for a comfortable retirement will be taught by Louis T. Barberio, III. Every course participant will receive a valuable workbook and the opportunity for a no-obligation, one-on-one consultation with the instructor after the course.
* Cost includes 1 workbook. You may bring a spouse or guest at no additional cost