Instructor: Jesse Coffee

Biography:

Classes by this instructor

Retirement Intelligence

Join us in this course designed for those nearing or already in retirement. We'll help you craft a clear retirement vision tailored to your dreams and realities. You will learn how to create a practical spending plan and align your investments to support your goals. After covering the basics, you will learn strategies to help reduce taxes, streamline estate planning, and tactics to help maximize retirement income. This course aims to teach you how to make the most of your nest egg and enjoy a fulfilling retirement.
April 23-30, 2024, Online Via Zoom