Don't Worry Be Wealthy - Foundations for Retirement Planning
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This course is designed for those within 10 years of retirement or currently retired. Any successful retirement begins with a proper plan. We will discuss some of the crucial components of a retirement plan income (social security, pension, retirement savings), investments (etf, mutual funds, annuities and more), market (sequence of returns, managing risk, volatility) Tax planning ( strategies, Roth accounts, leaving assets to your spouse/children), and concerns (Do I have enough? Can I take that trip? How can I avoid a nursing home?)
This class is FREE, prior registration is required.
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Sep 25th, 2024
Wed from 6:00 - 7:00 pmWill run