Office One

675 Gratiot Blvd., Ste. 1

Marysville, MI 48040

Office Two

1354 Baldwin Street

Suite 102

Jenison, MI 49428
24 Jan
Retirement Planning Today Workshop for Wednesday, January 24th & 31st

Description

DESCRIPTION

Retirement Planning Today is a two 3-hour educational workshop that contains something for everyone. Unlike financial seminars that focus on a specific topic, this is a comprehensive course that helps you see the "big picture."  It examines the many aspects of personal finance and how they can work together for an integrated retirement plan.

Retirement Planning Today educates you on how to avoid the biggest retirement planning mistakes.  Topics that will be covered:

  • Life Planning for Retirement
  • Retirement Needs & Expenses
  • Retirement Income Sources
  • Retirement Mistakes & Roadblocks
  • Retirement Plan Distributions
  • Investments
  • Risk Management & Asset Protection
  • Estate Planning
  • Tax Strategies and so much more

Your $49.00 registration includes a seat for you and a guest, a course textbook, and an optional one-on-one session with your instructor, Kimberly S. Strosnider, ChFC, with Estate & Wealth Management Services, LLC. An additional course textbook is available for purchase.

Date and Time

January 24 - January 31, 2024

6:00p - 9:00p EST

Location

Grand Rapids Community College - Lakeshore Campus

12335 James Street
Room 107
Holland , MI 49424

Note

Note: This is a two-part workshop. Please call 810-388-9050 or 616-300-4146 with any additional questions or to register.

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