Workshops

Due to recent tax law changes, an uncertain future for Social Security and the shift toward employee-directed retirement plans, the need for sound financial strategies has never been greater. In straightforward language, this class explains strategies that help you make informed financial decisions. Whether your objective is to build a nest egg, preserve your assets or maintain your lifestyle through retirement, this course helps you plan your future with confidence. By attending Retirement Planning Today^®, you learn about the many ways to save for retirement as well as the advantages of each. You discover how to save money on taxes, manage investment risks and preserve your assets from potential long-term health care expenses. Above all, this course shows you ways to assess your financial situation and develop a personalized plan to help achieve your retirement goals.

Retirement Planning Today^® contains something for everyone. We address financial issues that pertain to the self-emplkoyed as well as employees of corporations and government agencies. The course is designed to teach you how to build wealth and align your money with your values to accomplish your goals in life. Whether you plan to retire 20 years from now or have just recently retired, the information you learn in this class can deliver rewards throughout your lifetime.