Four Pillars of a Successful Retirement
|Dates:||October 1-8, 2019 Other Dates|
|Meets:||Tu from 6:30 PM to 9 PM, 2 sessions|
|Location:||Instructional Planning Center|
There are still openings remaining at this time.
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Are you prepared for one of the biggest transitions in your life? Invest time with William Perry to explore the issues facing you in retirement, develop the skills to confront challenges, and make informed decisions that affect your retirement lifestyle. Shift your investment focus from accumulating assets to generating retirement income, maximize Social Security benefits, evaluate withdrawal strategies from your investment portfolio, consider the tax landscape, and develop a plan to preserve your assets and providing a legacy for your heirs. Includes one 80 page planning guide. Registration fee for two includes one workbook. Additional workbook available for purchase at class.