Two-Day Retirement Workshop



Class Agenda

 

PART I

  • I.R.A. The Three Parts of Retirement Planning
  • How to Protect Your Assets From Ending Up in a Nursing Home
  • Elder Law Group 30 min Guest Presentation 
  • Social Security Maximization Strategy Session
  • Can I Retire?

 

PART II

  • Who is Giving You Advice?
  • Investor Behavior, Is It Affecting You?
  • Pensions and 401k Plans and the Fate of the Industry
  • Risk in Retirement, Stock Market, Taxation and more...
  • 4th Generation Investing and How the Wealthy Invest Differently
 
 Call Taylor J. Allbery at (800) 435-9577 for more details.

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