This course will equip you with the facts needed to maximize your income so you can get the most from your investments. It is geared toward those who have retired from full-time employment but also offers valuable information for those nearing retirement.
Cost includes an extensive workbook.
Registrants may bring a spouse at no additional cost. Please note that no refunds will be given once the seminar has begun. This seminar looks at the different options available for retirement plan distributions including annuities and lump sum distributions. Also included are tax implications and penalties. Participants may bring a spouse at no additional cost.