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Retirement Readiness Review MM04

5 Seats Available

Retirement Readiness Review

Sessions:

2

Dates:

3/19/2025 to 3/26/2025

Location: Instructor:
  • R Morrissey

Meeting Times

  • Wednesday 5:30 PM - 8:30 PM

Description

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

Tax Reduction Strategies, 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 attendees will have the option to meet the instructor for a complimentary one-hour consultation after taking the course.

Additional Notes

All attendees will have the option to meet the instructor for a complimentary one-hour consultation after taking the course.

Fees

  • Class Fee $45.00
Total: $45.00

Download Registration Form