Alexey Fursov (flickr)
Comprehensive Retirement Planning Course
Experience a comprehensive, 5-hour course, spread over two evenings that touches on a broad array of topics to improve your overall confidence in retirement. You'll cover optimizing distribution choices like social security, pensions, work retirement plans and IRAs, including the power of Roths and how they can be used to reduce taxes. You'll also discuss investing to reduce volatility, when insurance and annuities make sense, and even cover high-level estate planning.
Mark Josephs
Instructor
Patrick Murphy, Mark Josephs and Nate Pribyl are partners at True Vision Financial Advisors. They have well over 50 years of combined experience as investment professionals and financial advisors. They have taught retirement planning in continuing education to hundreds of people over the last decade.
AE-FFCRP-F-02-26
Instructors:
- Mark Josephs
| Date | Time | Location |
|---|---|---|
| Mon, Oct 26th 2026 | 6:00 - 8:30 PM | Educational Service Center |
| Mon, Nov 2nd 2026 | 6:00 - 8:30 PM | Educational Service Center |
AE-FFCRP-F-01-26
Instructors:
- Mark Josephs
| Date | Time | Location |
|---|---|---|
| Thu, Nov 5th 2026 | 6:00 - 8:30 PM | Educational Service Center |
| Thu, Nov 12th 2026 | 6:00 - 8:30 PM | Educational Service Center |
