Course: Wealth Strategies & Financial Planning (NC-CPSTN-WLTHSTRAT)

This course will cover the following topics.

The impact that tax law changes will have on your retirement income
Whether you'll have enough money to last throughout retirement
How to optimize the different types of retirement accounts to maximize cash flow
How to determine whether Roth conversions will help you
What to do to get the most out of Social Security
How you can reduce or eliminate unanticipated estate expenses
How to build a "truly diversified" retirement portfolio
How to avoid the pitfalls of taking retirement income distributions

Available Sessions

No session is currently available for registration

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