- This event has passed.
Financial Strategies for Successful Retirement – Sep Saturdays 2024
September 21, 2024 at 8:30 am – September 28, 2024 at 1:00 pm
2 Saturdays: September 21 & 28
Location: Norman P. Murray Community & Senior Center – 24932 Veterans Way, Mission Viejo, CA 92692 – Juniper A&B Room
Class Fee: $64 tuition which includes one workbook ($59 for student and $5 for guest).
Class description: This information-rich seminar introduces you to the concepts and practices that will help you spend your retirement comfortably and be in control of your finances. Financial Strategies for Successful Retirement will show you a conservative approach to wise money management and will help you identify issues facing retirees.
What you will learn:
- How to avoid outliving your money
- Tax reduction strategies
- The truth about Social Security
- How to understand your portfolio risk and asset diversification
- Healthcare costs and how to prepare
- How to properly plan your legacy and reduce estate expenses
Your registration fee includes a colorful, in-depth seminar workbook and a Retirement Planning Data Form that will help you develop a written inventory of your assets, income, Social Security and pension benefits.
There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.
For more information about the class, please contact us at info@fanwmg.com or (714) 597-6510.