The Changing World of Retirement Planning Class Series
Rider University, Lawrenceville, NJ.
February 4, 2025
to February 11, 2025
DURING THIS CLASS SERIES, YOU WILL DISCOVER HOW TO:
- Evaluate the impact of tax law changes on your retirement
- Determine if you have enough money for retirement
- Use the 3 basic types of retirement accounts to maximize cash flow in retirement
- Evaluate the benefits of a Roth Conversion
- Maximize Social Security income
- Avoid the three basic "pitfalls" of retirement distribution planning
- Reduce or eliminate unwanted expenses or delays with estate planning
Understand if your portfolio is truly "diversified"
My hope for you is that you take away some new ideas that will help you achieve a successful retirement and maybe have some fun along the way.
We will have some great materials for you and a workbook for each class. Class options are below:
BOTH CLASSES ARE NOW FULLY BOOKED- please check back for new upcoming classes!
Pre-Registration is Required. We look forward to seeing you in class!
