Event Details

  Add to Calendar

Financial Strategies for a Successful Retirement

When:
March 27, 8:30 PM - 11:30 PM

Overview

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: $49.00
Wokshop Number: C104

OR

Date: March 27 & April 3, Tuesday 
Time: 9am-12pm 
Fee: $49.00
Wokshop Number: C105

ID: 356499