E 154 RETIREMENT PLANNING BOOT CAMP* |
|
Fee: $40 |
Module 1:
Wednesday, 4/3 (One
session) |
7:00 - 8:30 PM |
HS Room: 185 |
Module 2: Wednesday, 4/10 (One session) |
7:00 - 8:30 PM |
HS Room: 185 |
Module 3: Wednesday, 4/24 (One session) |
7:00 - 8:30 PM |
HS Room: 185 |
Did you know that most people spend more time planning a week-long
vacation than they do their retirement? This boot camp series aims to change
that and better position you for your golden years. Upon completion of our 3-class series, you’ll have a good
understanding of some of the most common challenges pre-retirees (and even many
retirees) encounter. Our series will cover five key areas;
investing (including how to provide an income
stream that outlives you)
IRA strategies (rollover options and common RMD
mistakes)
tax planning (knowing the actions you should be
taking throughout each stage of retirement)
healthcare (managing expenses, transitioning to
Medicare, and long-term care) ? estate
planning (how to prepare for a smooth transition of your assets).
We encourage everyone to attend all three sessions to get the most out
of boot camp.
However, you can participate in individual classes if your schedule
doesn’t permit. INSTRUCTOR: Paul Muller, graduated from the State University of
New York at Albany with a degree in Economics and has over 20 years of
experience in the financial industry. He’s a CERTIFIED FINANCIAL PLANNER™
professional, Accredited Estate Planner (AEP®), and holds a FINRA series 65
registration through Vision Retirement.