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Retirement Readiness Review MM10

3 Seats Available

Retirement Readiness Review

Sessions:

2

Dates:

10/1/2024 to 10/8/2024

Location: Instructor:
  • R Morrissey

Meeting Times

  • Tuesday 5:30 PM - 8:30 PM

Description

This comprehensive class will address all areas of retirement planning including:

Tax Reduction Straegies, Social Security, Medicare, Insurance Planning, Investments,  Retirement Account Distributions, Estate Planning and much more.

The instructor will use real life examples to illustrate important financial concepts and pitfalls.  

A spouse/guest may attend at no additioanl cost. All attenddees will have the option to meet the instructor for a complimentary one-hour consltation after taking the course.

Fees

  • Class Fee $45.00
Total: $45.00

Download Registration Form