This Course Will Address The Following Subjects:
• How to recover from the recent market volatility.
• How to conservatively manage risk in retirement.
• The massive impact that fees can have on your retirement accounts.
• The impact that tax law changes will have on your retirement income.
• How to build a truly diversified retirement portfolio.
• How to determine whether Roth conversions will help you.
• RETIREMENT PLANNING – the big picture.
• TAX PLANNING – lowering one of your largest expenses.
• INCOME PLANNING – how to take income in retirement.
• INVESTMENT PLANNING – how to align your investment portfolio with your retirement goals.
• RISK MANAGEMENT – how to mitigate healthcare-related expenses in retirement.
• ESTATE PLANNING – determining how your assets will pass at death.
to RSVP: https://www.myworkshoprsvp.com/cross/
