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Catalog > Community Education - Prescott

The Changing World of Retirement Planning   NEW!

This course is for those developing a retirement plan, nearing retirement or those that have retired. Regardless of your stage in the process, you'll learn updated strategies that will help you build and preserve wealth in volatile times. Above all, this course is designed to help you assess your current financial position, layout a personalized roadmap, and achieve your retirement goals. Topics include Tax Rate Risk, Retirement Distribution Planning, Estate Planning, Maximizing Social Security, Retirement Distribution Pitfalls, Mitigating Market Loss, and Long-Term Care Planning.

 

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