Rejuvenate Your Retirement
An educational course for retirees.
Dates to be announced!
Making sure you don’t outlive your nest egg is one of the most important worries in post-retirement planning!
Learn how to:
- Identify the primary threats to your retirement savings
- Plan your retirement income to preserve a comfortable lifestyle
- Afford and enjoy travel, hobbies, sports, crafts, socializing, business ventures and lifelong learning
- Align your investments with your attitudes, risk tolerance and objectives
- Apply strategies designed to increase Social Security retirement benefits
- Calculate whether you should convert your IRA to a Roth IRA
- Maximize tax efficiency of withdrawals from mutual funds and IRAs Evaluate and plan for health care, long-term care, incapacity and end of life decisions
Registration Fee: $39 (advance registration is required)
Call us today to register!