Retirement planning is critical to your financial well-being in later years. This class is a new take on it — five years of living for free puts you way ahead of the game!
Retirement Planning Today:
How to Live Five Years for Free
Instructor Steve Margulin
Enroll online now or use course # 11716 RAA
Tuesdays, 6:30 - 9:30 pm, April 29 - May 6
Enroll online now or use course # 11716 RBB
Thursdays, 6:30 - 9:30 pm, May 1 - May 8
Call Registration at 277-0077 or visit the link for more instructions
This is a ’successful retirement’ course, with extras, in which you will benefit from the instructor’s combined knowledge of both taxes and investments. In fact, the session, “Living 5 Years for Free,” involves an income tax and investment withdrawal strategy that the instructor, Steven Margulin, CPA, CFP, developed, which he feels is the most important component of helping your money last a lifetime.
This unique course provides a detailed overview to help prepare you for your financial future. You may take advantage of an optional complimentary consultation with Steve at the end of of the course. Note: Required 235-page text cost of $20 (one text per couple) is payable at the first class. Advanced copies of the course syllabus are available from the instructor.
