Learn how to determine the amount of money you need to retire; Create your own goals for a “successful retirement”; Eliminate debt and improve cash flow; Properly convert your IRA to a Roth IRA; Select the retirement plan distribution choice that is right for you; Plan your retirement income to preserve a comfortable standard of living; Transfer the risk of potential financial losses before or during retirement.
PLEASE NOTE: The cost for the two classes is $25.00. You may pay ahead of time for the materials at a cost of $35.00 or you can pay the $35.00 at the time of the first class. Spouse/Guest may attend at no additional cost. For ages 55+
Instructors: James P. McGoldrick, CLU, CASL, ChFC, CFP® , James Boyd, CFP® and Adam Bykowski, WMCP®