OrganizerWilliam Garrett, CFP® firstname.lastname@example.org
PresenterWilliam Garrett, CFP®
...You’ll discover how to insulate yourself from the risk of rising taxes, protect your Social Security from taxation, and avoid common pitfalls as you distribute your assets in retirement.
Perhaps most importantly, this class will teach you how to develop a personalized strategy as you confront the challenges of retiring in a rapidly changing world.
BALANCED FINANCIAL INFORMATION
There’s a difference between taking your ﬁnancial cues from media outlets and learning the basics of retirement planning from a trusted, reliable, unbiased source. This course is designed to give you an exhaustive and comprehensive view of ﬁnancial education while uncovering the many new pitfalls that threaten to derail many retirees in the 21st century.
Phone: (615) 221-0030