Workshops

Retirement Planning

When: Wed., Nov. 4, Wed., Nov. 11 and Wed., Nov. 18 2015

Create your vision, estimate the cost, evaluate your sources of income, analyze your risk, create your investment strategy, and choose your distribution options. Includes a special focus on Social Security options and strategies, Long Term Care funding alternatives, and estate planning. A 6 hour workshop, 2 hours per evening

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