Retirement, Tax and Estate Planning

An active and engaging class for individuals within 5 years of retirement or who have retired within the last 3 years. This class will focus on information needed to make important and lasting decisions for living your best financial life in retirement, including decisions on making the right pension choice, Social Security, and maximizing retirement income, 401k advantages and disadvantages, need for updating Estate Planning documents, how to keep your financial affairs private and avoid Probate, Asset protection, and more...