Designed for retirees, this two-day workshop explains financial strategies designed to help accomplish objectives such as tax-efficient income strategies, generation lifestyle preservation and providing a legacy. We also integrate fun and fulfilling activities such as travel, hobbies, sports, business ventures, and lifelong learning into the discussion to help you make the most of your retirement.
Thursdays, February 21 & 28, 1:00 p.m. – 3:00 p.m.
Course ID: NMKYJ1
Course Fee: $39 (includes two workbooks)