Meeting Times

• Wednesday 9/27/2023, 6:30 PM - 8:30 PM
• Wednesday 10/4/2023, 6:30 PM - 8:30 PM

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Description

Learn how to: manage investment risks, use new tax laws to your advantage, make informed decisions about your company retirement plan, and adjust your estate plan to function properly under the new laws. Money is only one aspect of retirement planning. This course blends financial education with life planning to help you build wealth, align your money with your values, and achieve your retirement lifestyle goals and includes a comprehensive illustrated textbook. Couples may attend together for a single registration fee. 

About the Instructor: Brian Skinner CFP is a Financial Advisor at LPL Financial.

This class will be offered virtually and will NOT meet in-person.