Protecting Financial Assets for Retirement: New Strategies
A crash course on protecting your retirement assets in volatile and unpredictable markets. An introduction to retirement planning concepts and tools you can use to build a resilient strategy. Individual case analysis and putting retirement tools to work for you!
The course offers a hands on opportunity to design and build a retirement strategy, followed by one on one case analysis with instructors. Course instructors are independent financial planners with collective forty years experience in retirement planning.
Bring your spouse or a guest for free!
Instructor: Michael Tate
Class Fee: $95
Number of meetings: 1
Location: Fort Mason, Bldg B