Retire in Style, BVSD Lifelong Learning

May 3rd and 10th, 6:30 to 8:30pm

 Wolf Law Building

Getting ready for retirement?  Curious about how to create income in retirement?  Attend this workshop to develop and implement strategies to maximize your retirement savings.  This class is fact filled with specific actions steps to help you transition from the workforce.  Topics include tax minimization strategies, withdrawal strategies from 401(k), IRAs and other retirement funds, rental property, social security, annuities, stocks and bonds.  Upon completion of the workshop, you will have a workbook and checklists to complete as you continue down the path towards retirement.  This workshop is geared towards individuals that have done a reasonable job of saving and preparing for retirement, but need some additional knowledge to avoid classic pitfalls.

Please email Patti or call for more information.