This is a two-part course. Classes will be held Thursday, October 1 and Thursday, October 8 from 6:00 PM to 9:00 PM. Registration includes both class sessions.

The Changing World of Retirement Planning - Click Here to Signup

During the course, you’ll learn about important retirement planning topics, including:

• How recent legislation may impact your retirement
• Common retirement distribution planning pitfalls
• How to assess your financial readiness for retirement
• The different types of retirement accounts and how they may affect retirement cash flow
• Roth conversion considerations
• Social Security income strategies
• Estate planning considerations
• Long-term care planning
• Protecting against market loss
• Creating a more comprehensive retirement strategy

The course takes a broad-based approach to retirement planning and is designed to help attendees better understand the                                                                                            financial decisions they may face before and during retirement.