
Description
In Retirement Planning Today®, you’ll learn exactly how to plan for retirement, organize your finances and develop a personalized plan that empowers you to reach your long-term goals. Prepare for the future by discovering how to save money on taxes, manage investment risks and protect your assets from potential long-term health care expenses.
Learn more about how to plan for retirement than most people do in a lifetime.
Most people must make crucial decisions about their retirement plans. In many cases, these decisions cannot be reversed. Retirement Planning Today® is designed for adults looking to retire anytime from next year to 15 years from now. At either end of the spectrum, the skills and knowledge you’ll gain in two retirement planning class sessions can deliver rewards throughout your lifetime.
The course will teach you how to build wealth and align your money with your values to accomplish your goals in life. Whether you’re self-employed, have a corporate career, or work with a government agency, you’ll get the answers you need.
Topics include:
- Calculating the savings you’ll need to retire
- Maximizing your employer retirement plan
- How to use tax laws to your advantage
- Planning for a comfortable standard of living
Date and Time
Mon, Oct 30, 2023
6:30p - 9:30p EST
Location
Anne Gordon Center for Active Adults
Note
There is a $50 fee for this class and it includes a workbook. Please contact us to register at team@pendletonfinancial.com.