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. Note: your enrollment allows you to bring one additional person at no additional charge.