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Retirement Planning Today

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Do you feel confident in your retirement path?

Retirement Planning Today identifies each step in your personal path towards retirement, addressing both your uncertainties and fears, as well as equipping you to take your retirement to the next level. We will assess your financial situation and develop a personalized plan to help you achieve your retirement goals.

Unlike most financial seminars that focus on a single topic, Retirement Planning Today is a comprehensive course that helps you see the big picture with all of the moving pieces. We believe that retirement is more than just a number — it’s a holistic approach that affects every area of your life. In this course, we examine how the many aspects of your retirement and finances work together to create a holistic retirement plan.

Here’s what we’ll cover in this course:

  • Determine the amount of money you need to retire
  • Use new tax laws to your advantage
  • Leverage 5 investment strategies to minimize risk and maximize returns
  • Create goals for what a successful retirement looks like for you
  • Eliminate debt and improve cash flow
  • Plan your retirement income that supports your goals

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