Gain the Knowledge You Need to Overcome Retirement Challenges

You'll learn about strategies for:

• Assessing the costs of retirement
• Setting realistic retirement goals
• Identifying sources of income
• Investing now for the future
• Managing your tax liability
• Preserving your wealth and assets
• Avoiding unnecessary penalties on retirement plan and rollover distributions
• Providing for your family and heirs
• Identifying common roadblocks to success
• Preparing for a more comfortable retirement

2 Evenings, 3 hours each.   There is a charge of $49 per 120-page workbook.  We suggest one per person or couple, but you are welcome to buy as many as you'd like.