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The 60 Min. Retirement Tune-Up
Jenny Jones has been advising in the area of finance for nearly 20 years.
This course is designed with the 5-year retiree in mind. This is a comprehensive level program within the Adult Retirement series and prepares students how to move from the accumulation phase to the distribution phase. Participants are given a solid understanding of retirement paperwork including but not limited to, form elections, beneficiary forms, setting up legacy plans, social security strategies, Traditional Individual Retirement Accounts, Self-Directed Retirement Accounts, Roth Retirement Accounts, Balancing your Retirement portfolio, and understanding the Risks of retirement and how to avoid them.
Upon completion of this four (4) hour course, the student would be able to understand how to prepare a retirement plan.
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