Safe Money Principles (Mercer Island)
This course offers real-world strategies designed for retirees and pre-retirees aged 50 and over, who are interested in improving their retirement plan. Whether you have already made significant headway on your plan or if you are in the beginning stages, this course is designed to eliminate the confusion surrounding retirement planning and empower you to realize your retirement goals/ Together we will determine your individual goals, develop a plan based on sound principles and safe practices, and equip you with the knowledge and tools necessary to put those plans into action. Upon completion, you will know how to properly allocate your assets, accurately devise an income plan to last your entire retirement, and take advantage of little-known tax tips and strategies to help you achieve your goals while also minimizing taxes to Uncle Sam.
Presenter: Ryan Litchfield
To register please visit: www.myafea.org/chapterevent/4510
- This event has passed.