Take complete control of your financial future with this practical 4-week seminar designed specifically for retirees who want to understand every aspect of their financial plan. Whether managing investments independently or working with an adviser, you'll master building portfolios, optimizing income, minimizing taxes, and legacy planning. This hands-on course empowers you to make informed retirement decisions, evaluate professional recommendations, and identify when you need expert guidance. By the end, you'll have the knowledge and tools to own your financial strategy and navigate retirement with greater peace of mind and control.
*Class Dates: 10/20, 10/27, 11/3, 11/10.