E 163 RETIREMENT PLANNING BOOT CAMP – Essentials (3 nights)                 Fee: $60

Module 1:  Wednesday, October 22nd         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? Our retirement planning boot camp series aims to change that and help you prepare for a successful retirement. Our Essentials series, ideal for individuals over the age of 50, covers three key areas: tax planning (including the importance of having diversified income sources), IRA strategies (including Roth conversions), and investing (we’ll explore various investment vehicles to help you achieve your retirement goals). By the end of the series, you will have a clearer understanding of the steps needed to improve your retirement readiness. We encourage everyone to attend all three sessions to maximize the benefits of the boot camp.

INSTRUCTOR: Paul Muller, CFP, AEP, 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.