Retirement Planning Today MM10
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15 Seats Available
Retirement Planning Today
Sessions:
2
Dates:
3/2/2026 to 3/9/2026
Location:
- Virtual - Zoom
Instructor:
- A. Marchitto, CPFA
Meeting Times
- Monday 6:30 PM - 8:30 PM
Description
This is a comprehensive educational course designed for adults 50-70, who want to prepare for a confident retirement with a strong emphasis on tax strategy. Special attention is given to strategies such as Roth conversion, tax efficient withdrawal plans, and techniques for reducing taxable income.
Class will also cover topics such as risk management, asset protection, Medicare decisions and so much more.
Fee includes ability to bring a guest.
Additional Notes
Fee includes abilty to bring a guest.Fees
- Class Fee $65.00