E164 Retirement Planning Boot Camp – Advanced (2 nights)                         Fee: $40

Module 2:  Wednesday, December 3rd       7:00 - 8:30  PM                 HS Room: 185

Our advanced boot camp sessions are specifically designed for people nearing retirement and covers healthcare (including planning for future expenses, transitioning to Medicare, and long-term care), Social Security (maximizing your benefits), estate planning (how to prepare for a smooth transfer of your assets). We’ll also cover ways to design effective retirement income strategies and ways of minimizing taxes in retirement. By the end of this series, you will know how to avoid common mistakes and make informed decisions for yourself and your family. 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.