Description

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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

VLSC - Room 5 at Via Linda Senior Center

Instructor

Adam Fliehman