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Roadmap to a Secure Retirement Income: What you should be doing if you are within 10 years of Retiring

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Instructor: Larry Albert, CFP®, M.B.A., AIF.®. This course will answer the primary concern of pre-retirees: “Meeting my lifetime income needs—will I make it?” The course will cover the following:


1) The four primary risks to a secure retirement income
2) Five strategies to help reduce your retirement income and risk and to preserve and grow your investment assets.
3) Minimizing your taxes in retirement while maximizing your social security benefits.
4) Why you should have a written financial plan.


* Adjustments and discounts will be applied during checkout if applicable. *

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