Description

This class is designed to educate you on the subject matter of Retirement Income in the least irritating and boring manner possible (guaranteed). Topics covered include: inflation, taxable vs. tax free assets, qualified plans, rollover considerations, social security (yes please!), Medicare (a must), estate conservation and distributing assets in an organized fashion. Taught by a Fiduciary and Investment Advisor. YOU WILL NOT BE FALLING ASLEEP!

Age Category

Adult 14+

Location

CHAP - Room 1 at Chaparral Park & Community Center

Instructor

Adam Fleihman