Monthly Archives: August 2020

1908, 2020

Course Outline

By |August 19th, 2020|Uncategorized|

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 […]

1908, 2020

Investment & Retirement Planning Education Course

By |August 19th, 2020|Uncategorized|

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 […]

1008, 2020

The path for uncertain times…

By |August 10th, 2020|Uncategorized|

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 […]