Financial Survival for Retirement
If you are either retired or getting close to retiring, this course teaches you fundamental principles to ensure your money lasts. Learn how to better manage and control your investments, basic tax reduction strategies and how to plan for the threat of health care catastrophe. Learn how to develop an income plan that can provide income security for life, how to protect your life's savings from investment mistakes and how to reduce taxes on IRA/401K distributions.
Sessions will cover:
Basic Tax Reduction Strategies
Protection of Life Savings from the Threat of Healthcare Catastrophe
The Four Legal Documents Every Retiree Must Have
Protection of Life Savings from Investment Mistakes
Handling of IRAs, 401ks, and other Retirement Accounts
Course: PD15-1980: Financial Survival for Retirement
Course: PD16-2117: Financial Survival for Retirement
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If you would prefer to register by phone, please contact us at (803) 777-9444.