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Learn to: Determine the amount of money you will need to retire, Create your own goals for a “successful retirement,” Eliminate debt and improve cash flow, Properly convert your IRA to a Roth IRA, Select the retirement distribution choice that is right for you, Plan your retirement to preserve a comfortable standard of living, Transfer the risk of potential financial losses before or during retirement, Reduce or eliminate taxes, expenses, delays and legal challenges with estate planning.
Presenter: Andrew Arons, CSA and Michael March - CPA, CFP Date: March 24 & March 31, Saturday Time: 9am-12pm Fee: $49.00Wokshop Number: C104
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Date: March 27 & April 3, Tuesday Time: 9am-12pm Fee: $49.00Wokshop Number: C105
ID: 356499