Recent global turmoil from the COVID-19 pandemic has left many people in or near retirement wondering if they are taking the necessary steps to reach their retirement goals. This two-day course will cover retirement building blocks such as tax, estate, long-term care, Social Security and investment planning as well as current events. This course will be taught live by a Certified Financial Planner in the classroom in June and via webinar in February. Those taking the February class will receive a link one week prior to the class so they can join from their home computer. The class will meet June 10 and June 17.
CODE: 5100 CGE29