Course: Wealth Strategies and Financial Planning in Uncertain Times (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

Session: FIN224.CPSTN-WLTHSTRAT-2

Schedule:

Two-day option: Thursdays 5/9/24 & 5/16/24

Times:

06:30pm - 08:30pm

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Price:

Course Fee : $65.00

Instructors

Name

Additional Resources

Capstone Financial Partners

Biography: Lifelong Commitment to Education: Providing you with a financial education is paramount to what we do at Capstone Financial Partners. We want you to make informed investment decisions and offer a number of financial and retirement planning classes, workshops and continuing education courses. We also commit ourselves to the pursuit of lifelong education. The Capstone Financial Partners team includes two Masters of Education, a Masters of Business Administration, Chartered Life Underwriter (CLU�) Professional, Chartered Financial Consultant (ChFC�) Professional, Accredited Investment Fiduciary (AIF), Certification in Long Term Care and a Certified Fund Specialist (CFS�).

Facility Detail

Special Programs Building

Special Programs Building, Classroom 156

490 Westhampton Way

University of Richmond, VA 23173

Cancellation Policy

Please review our Registration Policies & Notices to read our Withdrawal and Cancellation policies.