This course will equip you with the facts you need to prepare for a financially secure retirement. You will learn to seek maximization of your income and get more from your investments. You will also learn how to protect your hard-earned money from inflation, income taxes and erosion due to possible long-term health care needs. This seminar will show you a conservative approach to wise money management and will identify lifestyle issues facing retirees. The information you receive may pay dividends for the rest of your life.
Major topics to be presented include: Financial Basics, Your Retirement Income, Investments, Risk Management, Estate Planning.
This course is ideal for:
- People in the early stages of retirement planning (ages 35 to 50)
- People very close to retirement (ages 50 to 65)
- People who are serious about gaining money management knowledge.
Learn answers to the following:
- How can I retire early?
- How can I plan for a successful retirement?
- How can I avoid unnecessary financial risk?
- How can I provide for my heirs?
This seminar is presented across North America by financial services professionals. They not only draw upon real-life experiences with numerous clients, they are also licensed in the areas of investment securities and insurance. Your local instructors are John D. Stewart, M.B.A., Jesse Daigle, and Mickey Guidry,C.F.A., and Randy Meador, C.F. P., Registered Representatives with Linsco Private Ledger, member NASD and SIPC.
You may bring a guest at no additional charge, your guest will share your course materials. After registering yourself, please register your guest and select the guest fee.
For more information about this program contact: Julia Hamilton, Program Coordinator.