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
• Seeking to preserve 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 the retirement you deserve

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.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.  The purchase of certain securities may be required to effect some of the strategies.  Investing involves risks including possible loss of principal.