Free
Retirement
Course @ Endicott College
Meeting Your Financial Goals: Now and into Retirement
July 15
(Tuesday)
6:00 PM - 8:00 PM
Retirement can be expensive: learn how to generate retirement income that lasts a lifetime. Choosing the right investments for growth and understanding how to optimize taxes are critical to success.
What You'll Learn during this course:
• Understanding Guaranteed Lifetime Income and how to achieve it
• Learn how to incorporate principal-protected growth strategies within your portfolio
• Understand how a timely Roth conversion strategy can lower future tax liabilities
• Learn new charitable giving strategies and how these can benefit your financial tax position
• Learn how to develop a bulletproof lifetime income plan
• And More!
Oops! You forgot to register.
Attendees have told us they wished they would have attended a course sooner; don't miss out! Start building a better retirement today.
Yes, I want to learn! No thanks