Passport to Retirement
This class is for individuals and couples of all ages who would like to plan ahead for their retirement. The instructor will help you to overcome the roadblocks to a successful retirement. In three sessions, this comprehensive overview will serve as a passport to helping you make sound financial decisions: You will learn how to develop and organize a detailed financial plan. We will guide you as you define and create your retirement, assess the costs of retirement, evaluate sources of income, invest for the future, protect your health and wealth, learn how to receive funds from retirement plans and manage your estate distribution.