Fall Workshops: Financial Well Being

Things to do
Fall Workshops: Financial Well Being
More Less
Fall Workshops: Financial Well Being says
Peace of mind in retirement is about much more than the size of your 401(k) or your Social Security check, or your brokerage account. It's critical to know how to safeguard your hard-earned accumulated assets, develop an adequate stream of guaranteed lifetime income, deal effectively with taxes, protect yourself from the catastrophic costs of long-term care, and build a legacy for your loved ones. In this class, Steve Geist fits the pieces of the puzzle together to enable you to build a solid plan to enjoy your retirement with greater peace of mind. This class is perfect for those over the age of 50 and in or near retirement. Steve Geist is an expert in safe retirement plan strategies. He has written a book on the subject which has been published will be available for purchase in class. He also teaches the popular "Solve the Retirement Puzzle" class and "Planning Your Retirement Cash Flow" class at CFU (both recommended but not prerequisites).
More Less

By: Stephen Geist