In this course you’ll learn how to: manage investment risks, use new tax laws to your advantage, make informed decisions about your company retirement plan, and adjust your estate plan to function properly under the new laws. However, money is only one aspect of retirement planning. This course blends financial education with life planning to help you build wealth, align your money with your values, and achieve your retirement lifestyle goals.
This course includes a 224-page illustrated textbook. Registering attendee's may bring their spouse at no additional charge, please call for details as the attending spouse must be registered as well!
Class sizes are limited and on a first-come, first-serve basis.
For further in-depth questions about the course please contact: 877-856-2489
For further questions about registering please contact: 757-822-1234