Course Outline
Section 1: Life Planning for Retirement
Traditional vs. new retirement
New retirement opportunities
Values and objectives in nine areas of life
The retirement planning process
Section 2: Retirement Needs & Expenses
Early retirement trends
How […]
You are invited to…
An Investment & Retirement Planning Education Course
An Educational Course for Adults – Ages 50 +
Why Financial Education is Important
Due to recent tax law changes, an uncertain future for Social Security and the […]
Welcome to August! As we continue to march through a remarkable year, I hope that all of you are doing well and can see a path forward.
First, a little financial update – although the GDP […]
