COURSE series
Retirement Readiness
This series will explore important topics such as tax planning, portfolio and asset allocation strategies, building your income plan, maximizing benefits, and more.
Retirement Readiness Live Event Schedule
Weekly Live Sessions Begin May 1, 2024 at 2 PM EST
What is in this course?
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Foundations of Personal Finance
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Expense and Budget Planning
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Find a Fiduciary
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Portfolio and Asset Allocation Strategies
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Social Security Fundamentals and Strategies
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Medicare and Long Term Care Planning
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Retirement Income Planning
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Tax Planning
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Gifting and Charitable Giving
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Estate Planning
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Roth Conversion Planning
Course reviews
These sessions are so useful and the interactive question portions often prompts other follow-on questions. Great product, great instruction, and support folks. Keep up the excellent work. Love this product.
NewRetirement Student
Schedule a 1:1 Coaching Session
$250
Per Session