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Financial Strategies for Successful Retirement 3/15/14 & 3/22/14

Learn how to determine the amount of money you will need to retire. Create your own goals for a “successful retirement.” Eliminate debt and improve cash flow. Properly convert your IRA to a Roth IRA. Select the retirement distribution choice that is right for you. Plan your retirement to preserve a comfortable standard of living. Transfer the risk of potential financial losses before or during retirement. Reduce or eliminate taxes, expenses, delays and legal challenges with estate planning. Each is a 2 part seminar.

Instructor : Andrew Arons, RFC, RFP and Michael March, CPA, CFP of Nationwide Planning Associates
Dates : 03/15/14 to 03/22/14
Days : Sat
From : 9:00am - 12:00pm
Fee : $ 49.00
Course Number : C177B

Class is unavailable at this time please call 973-720-2354 for more information or other course options

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