We are pleased to announce that we will be offering two education classes about retirement planning this October! In the course, Graham will cover the following topics:

• Determine the amount of money you 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 plan distribution choice that is right for you
• Plan your retirement income 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

 

For more information, check out the flyer by clicking on the following link: Retirement Planning Today. If you are interested and would like to reserve a seat, fill out and mail in the  registration form at the following link: Retirement Planning Today Course Registration Form.