Course Description: 5 Years to Retirement
Prepare for retirement and learn key steps to creating a reliable, long-term income stream. We will discuss Social Security optimization, tax management techniques, risk management, and investment strategies to both protect and grow your income during retirement. Erik Tobiason, CFP®, will help you develop a game plan with action steps and timelines for a successful retirement. Don't get caught unprepared for retirement.
February 15-17, 2022, CHLAB 301 (seats remaining)