Learn Proven Financial Techniques for Living A Successful Retirement Lifestyle

If you are retired or getting close to retiring, this two day course will teach you fundamental principles to help your money last. Topics will include all of the key financial areas that can help you pursue financial peace of mind during your retirement years. Learn how to better manage and control your investments, get information on basic tax reduction strategies, increase your monthly incomes, protect your life savings from investment mistakes, and avoid unnecessary estate taxes. Also includes discussion of how to use key provisions from the Tax Cuts and Jobs Act before they expire to lower your tax bill.