Retire with confidence by learning how to optimize distributions from social security, pensions, work retirement plans and traditional IRA. Learn about the benefits of Roth IRA and how they can help reduce your taxes. This class also covers importance of estate planning, long term care insurance and when annuities are useful.

Creating Your Estate Plan is designed to help you understand the basics of estate planning so you can consider the options that make the most sense for your specific situation. Participants will learn what to consider when creating a will, the benefits of trusts in estate planning, how to help reduce taxes on estates and how insurance can help protect your family.

Learn strategies to help you make the most of your retirement income and build a financial legacy for future generations. This class explains how Social Security benefits, pensions, workplace retirement plans, and traditional IRAs work together in retirement. You'll also learn about Roth IRAs and how they may help lower taxes over time.

Creating Your Estate Plan is designed to help you understand the basics of estate planning so you can consider the options that make the most sense for your specific situation. Participants will learn what to consider when creating a will, the benefits of trusts in estate planning, how to help reduce taxes on estates and how insurance can help protect your family.