By attending our current "Modern Retirement Planning" workshop you will learn how to:
- Determine if you have enough income to retire
- Manage Health Care and long term care costs
- Manage debt and increase cash flow
- Determine if a Roth conversion is right for you
- Optimize investment distribution and avoid the most common distribution mistakes
- Manage financial risk and preserve your nest egg before and during retirement
- Reduce or eliminate taxes, expenses, delays, and legal challenges with estate planning