Office One

675 Gratiot Blvd., Ste. 1

Marysville, MI 48040

Office Two

1354 Baldwin Street

Suite 102

Jenison, MI 49428
13 Sept
Retirement Planning Today Workshop @ The Pinnacle Center

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.



Date and Time

Tue, Sep 13, 2022

6:00p - 9:00p EST

Location

The Pinnacle Center

3330 Highland Drive
Hudsonville , MI 49426
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PT3H

Event Registration