Living in a post-Covid19 world and economy means we all are becoming used to a new normal. It also means living with more volatility in the markets and uncertainty in our investment portfolios. Topics include:
NOTE: ONLINE COURSE
- Overcome investment fears
- Adapt financial and retirement plans
- Investment and protection strategies
- Generate retirement income immune to market fluctuations
- Secure Act / Cares Act - tax and income distribution planning
- Login information provided prior to the start of course.
- Requires free download of the GoToMeeting app
. If not installed, please do so before course begins.