Passport to Retirement

 
Passport to Retirement^® provides participants the knowledge they need to succeed in retirement. The comprehensive content addresses creating a vision for your retirement, understanding the costs you will incur, and leveraging diverse income sources to their best advantage. Discussion includes:
 

• IRAs, Annuities, Workplace Retirement Plans
• Tax liabilities and how best to manage
• Medicare, Long-term Care Insurance, Life Insurance
• Investing, Risk, Diversification
• Estate Planning: Probate, Taxes, Distribution, Legacy, Inheritance

This course is for individuals:
 

• Nearing retirement
• Already retired

Enrollment includes instruction from an experienced Certified Financial Planner^TM, a personal financial worksheet, a comprehensive workbook, and an optional, no-cost consultation. When you think about retirement, do you have more questions than answers? Attendees are encouraged to bring their questions. Planning for a financially secure retirement does not need to be confusing. This course identifies obstacles and provides the steps for creating a plan so you can Retire Abundantly.