Course Detail: Personal Retirement Analysis Workshop
With guidance from a professional and an easy-to-use software program, you can save thousands of dollars and be better prepared for your future. You will have rare access to the #1 financial planning software in the industry to ensure that you leave this class with a comprehensive personal retirement analysis. Chad E. Staskal, CFP®, CLU, ChFC, will clarify your current path and teach critical concepts to help you maximize your retirement dollars through income distribution and tax strategies. This information is essential if you are already retired or within a few years of retirement. Couples are encouraged to attend together. If registering with your partner, partner's fee is only $25. Phone registration is required if you want the couples discount. All students must attend the first class. This is a popular class, we ask that you only take it one time.
October 1-15, 2019, LIB 0117 (seats remaining)