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Retirement, Tax and Estate Planning Online Live

ID : 40813   
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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 in order to make important and lasting decisions for living your best financial life in retirement, including: 
  • How to make the right pension decision
  • Different strategies for taking Social Security
  • How to maximize retirement income
  • Tax-free retirement income strategies
  • Advanced Roth IRA strategies-even if you are already retired!
  • 401k advantages and disadvantages in retirement
  • Estate Planning documents to be updated in retirement
  • How to keep your financial affairs private and avoid probate
  • Basics of Revocable Living Trusts
  • Dynasty Trusts-not just for the wealthy!
  • Asset protection
Special notice: This class will be delivered online. You will need access to a computer with an internet connection that remains stable for the duration of the class. Though a chat feature is available, a microphone is preferred. For most productive audio/video participation, a webcam and/or headset are encouraged. Virtual classes may be recorded.

Class Details

3 Session(s)
Weekly - Wed

NA - Online

Nic Yeomans 



Schedule Information

Date(s) Class Days Times Location Instructor(s) Instructional Method
4/26/2023 - 5/10/2023 Weekly - Wed 04:00 PM - 06:00 PM N/A - Online Nic Yeomans  Online