"PREPARE - Proactive Retirement Education & Planning" - Are you hoping to retire soon or recently retired? This educational course is designed just for you. The curriculum covers your 5 Building Blocks to retirement: Taxation and Distribution Planning, Risk Management, Legacy Planning, Investment Strategies, and Income Planning. You will review and discuss all of the major components to properly prepare for retirement. Extra emphasis will be given to income taxation planning during your retirement as well as strategies to attempt to minimize taxation on your retirement income. You will receive 5 total hours of classroom learning plus a bonus 1 hour Lab session.
Chad Castle, RICP and Jessica Burch, MBA take an educational approach to your financial well-being. The class will be fun and interactive and includes a course workbook and materials. Head of household may register and bring their partner as a guest.