Workshops

Retirement Planning

When: Tue., March 29, 6-8:30 p.m., Tue., April 5, 6-8:30 p.m., Tue., April 12, 6-8:30 p.m., Thu., April 14, 1-3:30 p.m., Thu., April 21, 1-3:30 p.m. and Thu., April 28, 1-3:30 p.m. 2016

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. Minimum $300,000 investible assets

Price: Reservation only

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