RETIREMENT PLANNING AND INVESTING IN TODAY'S ENVIRONMENT

Our world continues to evolve; your financial plan and investments should as well. A financial plan should be a living/breathing document, updated regularly for taxes, inflation and more. The markets are bigger than ever, with more choices. Does buy and hold still work? What about AI and bitcoin—are they good options for a retiree? This class is for all interested in the markets and investment planning, but we discuss advanced concepts as well.

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