Due to recent tax law changes, an uncertain future for Social Security and the shift toward employee-directed retirement plans, the need for sound financial strategies has never been greater. In Retirement Planning Today, you will learn about the many ways to save for retirement as well as the advantages and disadvantages of each. Above all, this course shows you how to assess your financial situation and develop a personalized plan to achieve your retirement goals. This retirement workshop will set you on the right track for long-term financial success!

Course Outline

Life Planning for Retirement

Retirement Needs & Expenses

Retirement Roadblocks & Mistakes

Retirement Income Sources

Retirement Plan Distributions

Investments

Risk Management & Asset Protections

Estate Planning

Outstanding feedback from previous workshops:

"Mr. Davis was excellent at addressing each person's questions, had handouts, and a great sense of humor. I enjoyed the slides on the screen, too. It made it easy to understand."

"Temp was an exceptional instructor!"

"Mr. Davis is patient and professional. It's a class that is impossible to teach in six hours; nevertheless, he gives you a wealth of information and terminology that is easy to understand. I enjoyed this course, and I would take any course he teaches."

Spouses/partners are encouraged to attend this workshop together for one (1) $89 registration fee.

Fee Breakdown

Category	Description	Amount
Course Fee (Basic)	Registration Fee	$ 89.00