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Baby Boomer Retirement - The Rules Have Changed

Course number : 2486   
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Using recent academic research, we will explore a fundamental shift in retirement planning that is affecting the Baby Boomer Generation. Designed for those in the early stages of retirement or those about to retire, this series will look at topics that can be challenging during retirement such as asset risk, retirement income, estate issues and more. We will provide you access to financial tools that will help you better understand risk, taxes, budgeting and estate planning and you will receive a workbook, several guidebooks and a personal wealth index questionnaire and customized report. Materials: $20 at class.

Class Details

3 Sessions
Weekly - Wed

Location
Roseville Center

Instructor
Greg Dunton 

Class Fee: 

$49.00

Material Fee:

 $20.00


Schedule Information

Date(s) Class Days Times Location Instructor(s)
3/14/2018 - 3/28/2018 Weekly - Wed 6:30 PM - 9:00 PM Roseville, Roseville Center  Map, Room: RVC-255 Greg Dunton 

916-781-6280