If you are retired or getting close to retiring, you might be wondering how long you retirement savings will last. This course focuses on the financial challenges and opportunities unique for today's retirees. During this course, you will learn the fundamental principles of investing, basic tax reduction strategies including IRA/401K distributions, how to protect your life savings from investment mistakes and unnecessary estate taxes, and how to plan for the threat of a healthcare catastrophe. Enrolling in this course will help you achieve financial peace of mind during your retirement years.

Please note, this is a two night class.

Fee Breakdown