Saturday Morning Session 2019 #2

Couples may attend for a single tuition cost. Tuition includes all course materials and fees.

If you have issues registering, you can call us at 855-977-0506.

Created by the Fellowship of Fiduciary Education, this course is information-packed covering taxes, investment risk, low interest rates and how longer life expectancies escalate the challenges of a stable retirement plan.

In an easy-to-understand format, we’ll tell you how to design a reliable retirement program for your lifetime, with academic research from the Stanford Center on Longevity, Wharton Financial Institutions Center, and Milliman actuarial services. Whether you are in the early stages of retirement, or about to retire, this course will help you understand and focus on the key issues of retirement income and investment planning.

What You Will Learn:

• When to take Social Security
• Setting your core priorities
• Developing an income plan
• Questions to ask an advisor
• Tax-efficient asset allocation in retirement
• Reasons retirees run out of money