There is a practical framework for building a confident and sustainable retirement. Join us as we explore the four essential “levers” every retiree must manage: income optimization, expense planning, longevity preparation, and investment risk management. Whether you are nearing retirement or already retired, you will learn how to align your financial decisions with your lifestyle goals and reduce uncertainty about the future.
NOTE: ONLINE COURSE - Login information provided prior to the start of course.
Microsoft Teams Meeting - Requires free download of
Microsoft Teams. If not installed, please do so before course begins.
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