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Retirement Planning Today
in Special Classes
RETIREMENT PLANNING TODAY
$49
with Kimberlynn Schattler
(Spouse can attend for free)
Retiring soon or currently retired? Learn from a veteran financial advisor how to determine the amount needed to retire, create goals, convert IRAs, reduce taxes and eliminate debt. By attending this class, you will learn how to:
- integrate your finances with your goals and values
- best use employer sponsored retirement plans
- select the retirement distribution plan that is right for you
- reduce income taxes
- properly convert your IRA to a Roth IRA
Inst: Todd Cousino, Ameriprise Financial, LLC with guest Dean Robinette