Webinar: Retirement Planning Today
Dates: February 11-25, 2021
Meets: Th from 6:00 PM to 7:30 PM
Registration Fee: $89.00
Sorry, we are no longer accepting registrations for this course. Please contact our office to find out if it will be rescheduled, or if alternative classes are available.
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."
Notes:
Fee: | $89.00 |
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Hours: | 6.00 |
CEUs: | 0.60 |
Temp Davis IV, MBA, CFS
Temp S Davis IV MBA CFS, Financial Planner, Integrated Financial Partners Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through IFG Advisory, LLC, a registered investment advisor. IFG Advisory, LLC and Integrated Financial Partners are separate entities from LPL Financial.Date | Day | Time | Location |
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02/11/2021 | Thursday | 6 PM to 7:30 PM | Online via Zoom |
02/18/2021 | Thursday | 6 PM to 7:30 PM | Online via Zoom |
02/25/2021 | Thursday | 6 PM to 7:30 PM | Online via Zoom |