Retirement Planning Today

Due to recent and ongoing tax law changes, an uncertain future for Social Security and the shift toward employee-directed retirement plans, the need for sound financial strategies has never been greater.  In straightforward language, this class explains time-tested strategies that help you to make informed financial decisions.  Whether your objective is to build a nest egg, protect your assets or preserve your lifestyle throughout retirement, this class helps you plan your future with confidence. Unlike financial seminars that focus on a specific topic, this comprehensive course helps you see the “big picture.”  It examines many aspects of personal finance and how you can work together to create an integrated retirement plan.  This class is educational and non-commercial.  No specific financial products are discussed or sold.