Designed for people who are thinking about retiring or have retired recently. The workshop discusses the ideas to help build a reasonable and sustainable strategy for managing income and expenses during retirement. Understand the possibilities; plan for the expected; prepare for the unexpected; position the portfolio for both; staying on track.
*Please provide a current working email address when registering for this course. This class will occur via ZOOM, Google Meets, or WebEx and you will be sent a link prior to the first night of class. The technology requirements for this class are a good internet connection and a tablet, a smartphone, a laptop, or a desktop computer with a microphone and camera.