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Retirement Planning: Trends & Tools to Help Your Money Last a Lifetime 654

Retirement Planning: Trends & Tools to Help Your Money Last a Lifetime

Sessions:

2

Dates:

3/18/2020 to 3/25/2020

Meeting Times

  • Wednesday 6:30 PM - 8:30 PM

Description

Retirement planning is complex, encompassing accumulation and asset management; cash flow and "de-cumulation"; lifetime income distribution to cover expenses; risk management; legacy planning to direct assets efficiently to the people you care about; and strategic tax planning. We'll also learn discuss long-term care planning and funding solutions, including long-term care insurance. It's a lot to manage; this class can help.

Additional Notes

Please note that our instructors are hired to teach general concepts and not to provide specific investment advice to individuals. Students should consult their financial advisors or attorneys before making any investment decisions based on our instructors' classroom examples.

Fees

  • Class Fee $49.00
Total: $49.00

Note: Class has been cancelled