The biggest mistake in retirement planning? Procrastination. These three sessions (9 total hours) are designed to help you overcome planning procrastination, or just to help you "tune-up" your retirement planning. After determining exactly what you will need to live the retirement of your dreams you will begin formulating a plan to pursue those dreams.

In today's world of early retirements and longer life spans, formal retirement planning is a must to ensure independence and a lifestyle that will make you comfortable during your retirement years. You will learn ways to minimize the devastating impact of taxes and inflation that eat away at your retirement savings.

Have you watched your retirement accounts take a beating in past market conditions and want to learn how to better position your investments? Attend and learn how to better diversify to help reduce risk for your hard-earned assets.

Other topics covered include investment options, IRAs and Roth IRAs, Social Security, long term care, estate planning, gifting, and much, much more. Following the class, you will have the option of a personal consultation with your course instructor to review your individual situation. Attend to learn how to get the most out of your retirement and investment planning.

Fee Breakdown