Comfortable Retirement Planning

Whether approaching retirement or currently in retirement, it is essential to understand current opportunities to build, manage, protect and transition all your assets for a comfortable retirement. This class will discuss methods and strategies for income growth and help you know how you are doing in all phases of the economy as well as how to adapt to potential changes.

Brian Martz, CFP, CIMA

Cancellation Policy
We will refund 100% of your registration fee if the class you wish to take is full or if the class is cancelled. A student who withdraws a minimum of 24 hours prior to the first class will receive a registration refund less 15%. Failure to attend class does not constitute withdrawal. All withdrawals must be received in writing and postmarked prior to the first class meeting. No refunds will be issued after the first class meeting.

Available Sessions