Retirement Readiness Review MM04
5 Seats AvailableRetirement 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