Community Education Business: Financial   

Under the new 2019 SECURE ACT the retirement plan distribution rules for beneficia­ries has been drastically changed. This workshop will help you understand the various tax reduction strategies available including charitable planning; Roth conversions and life insurance. We will also discuss funding strategies from your retirement accounts to provide for the special-needs family member.

Ready for Retirement? This course focuses on concepts that are important to retirement and explains strategies designed to accomplish objectives such as inflation protection, tax-efficient withdrawals, lifestyle preservation and providing a legacy. Both retirees and pre-retirees will benefit from attending this workshop!