Unlike financial programs that focus on a specific topic, this comprehensive course will help you see the “big picture.” It examines many aspects of personal finance and how they can work together to create a complete game plan for retirement. With constant tax law changes, an uncertain future for Social Security, the shift toward employee-directed retirement plans, and the probable onset of widespread changes in the U.S. government the need for sound retirement strategies has never been more paramount. Today’s retirement landscape is vastly different from decades past. Retirees today demand capital preservation with growth for income NOW and in the FUTURE.
The risks are abundant: sequencing risk, longevity risk, healthcare risk, inflation risk and market risk to mention a few amongst many others. This course is designed to deliver comprehensive and up-to-date information, education, and knowledge to assist you to accurately prepare a retirement plan in today’s world.
This class will meet July 11 and 18.