The Changing World of Retirement Planning
This is a two day Class. Thursday, September 7th and Thursday, September 14th
Learn how to:
- Evaluate the impact of the latest Tax law changes on your retirement.
- Know if you have enough money to retire
- Develop Strategies to maximize your Social Security income
- Avoid the three pitfalls of retirement distribution
- Understand if your portfolio is truly “diversified”
- Evaluate if a Roth Conversion is right for you
- Plan for incapacity due to illness or injury
To register please contact Sully at 941-888-0864
Looking forward seeing you there!