Retirement by Design illustrates how you can translate your vision for retirement into tangible goals.
Whether you are about to retire or 40 years from retirement, you’ll learn investment strategies to help design the retirement you want. We’ll also discuss how you can add flexibility to your strategy to help you handle unexpected events and how you can keep your strategy on track.
We will discuss:
- Tax considerations before and during retirement
- IRA, Roth IRA, 401k and other retirement account types
- Investment portfolio strategies
- Planning fundamentals
- Hurdles and pitfalls to successful retirement
|Campus: Drumright Campus||Dates: 11/9/21||Hours: 2||Days: T||Times: 6p-8p||Tuition: FREE|