Retirement Planning Today
Course Description:
This interactive class will help you make sense of the choices you face in building your future and planning for retirement. The topics discussed will help you set goals and provide financial strategies you can use right away. In just two entertaining and informative sessions, discover how to: Determine the amount of money you need to retire, Use new tax law changes to your advantage, Eliminate debt and improve cash flow, Properly allocate your assets within your employer retirement plan, Select the retirement plan distribution choice that is right for you, Use 5 investment strategies to minimize risks and maximize returns, Ask the right questions when evaluating insurance coverage and Reduce or eliminate taxes, expenses, delays and legal challenges with estate planning.
Schedule:
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Session 1:
2 Saturdays, January 26 & Saturday February 2, 9am - 12pm
Session 2:
2 Tuesdays, January 29 & February 5, 6:30 pm - 9:30pm
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| Location: |
Willard Hall Room 210
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| Instructor: |
Ryan Morrissey
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| Fee: |
$59.00 (includes 225 page illustrated textbook).
Couples may register together for a single fee.
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| Contact Hours: |
6 |
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Instructor Ryan R Morrissey, CFP®, CLU®, ChFC®, CMFC is a Wealth Advisor with Northstar Wealth Partners, LLC. He specializes in financial education and retirement planning. He brings over 12 years of experience in financial education and wealth management.
