Retirement Planning Today is an educational course designed for adults ages 50 to 70. Workshop topics include determining the amount of money needed to retire, creating goals for a successful retirement, eliminating debt and improving cash flow, properly converting IRA’s to Roth IRA’s, selecting the best retirement plan distribution choice for your lifestyle, transferring the risk of potential financial losses before or during retirement, and reducing or eliminating taxes, expenses, delays and legal challenges with estate planning.

Fee includes one guest registration. Guest name must be provided to our office at time of registration due to limited seating capacity.