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For baby boomers, there has been a shift in retirement planning as compared to previous generations. This is a personal financial course for those about to retire or in the early stages of retirement. It addresses difficult retirement decisions, such as in income planning and Social Security maximization, and the risks to avoid. You will learn how to incorporate long-term care, inflation, and tax considerations into your overall plan. Upon completion, you’ll feel better prepared to make decisions for your own retirement plan.

Please contact us for future course offerings!

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