Monday, July 13, 2020

Can You Afford to Retire? A Seminar for Pre-Retirees

Ask yourself, can you afford to retire? Designed for pre-retirees, this course covers how to utilize time-tested financial principles as you anticipate and plan strategically for your comprehensive retirement needs. We focus on the key factors impacting today's retirees, such as: preparing for your longevity with company-sponsored retirement plans and social security income sources, building your personal investment portfolio, managing risks with proper insurance planning and protecting your legacy with estate plans, wills and trusts. Tuition includes a course book and a complimentary financial analysis. Couples may attend together for a single registration fee.

There are currently no active sections for this course.

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