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Modern Retirement Planning Workshops

By attending our current "Modern Retirement Planning" workshop you will learn how to:

  1. Determine if you have enough income to retire
  2. Manage Health Care and long term care costs
  3. Manage debt and increase cash flow
  4. Determine if a Roth conversion is right for you
  5. Optimize investment distribution and avoid the most common distribution mistakes
  6. Manage financial risk and preserve your nest egg before and during retirement
  7. Reduce or eliminate taxes, expenses, delays, and legal challenges with estate planning

Enrollment starts now. CLICK HERE

Upcoming Workshops for the year 2020:

For more information on any of our workshops please call our office at (805) 473-6670 or visit http://modernretirementplanning.com