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FA24PF101AC
This course will be given in two informative and entertaining sessions!
Designed for pre-retirees and retirees ages 55 to 70, you will learn how to: manage investment risks, use new tax laws to your advantage, make informed decisions about your company's retirement plan, and adjust your estate plan to function properly under the new laws. However, money is only one aspect of retirement planning. This course blends financial education with life planning to help you build wealth, align your money with your values, and achieve your retirement lifestyle goals. This comprehensive course on preparing for a comfortable retirement will be taught by Louis T. Barberio, III and Michael McClelland. You may bring one guest. Workbook included with registration (one per registration.) NEW:As a guest of an Atlantic City event, you need to park in the parking garage and pay accordingly through the ParkMobile App. The parking garage is located just across the street from the Academic Center at3830 Atlantic Ave, Atlantic City, NJ 08401. Click the link below for additional information. More
Starts:
9/25/2024
6:00 PM
Sessions:
2
Pricing:
Location:
Status:
6 open seats left
Class size:
17 seats
SP24PF102GA
This course will be given in two informative and entertaining sessions!
Designed for pre-retirees and retirees ages 55 to 70, you will learn how to: manage investment risks, use new tax laws to your advantage, make informed decisions about your company's retirement plan, and adjust your estate plan to function properly under the new laws. However, money is only one aspect of retirement planning. This course blends financial education with life planning to help you build wealth, align your money with your values, and achieve your retirement lifestyle goals. This comprehensive course on preparing for a comfortable retirement will be taught by Louis T. Barberio, III & Michael McClelland. You may bring one guest. Workbook included with registration (one per registration.) This course includes a complimentary one-hour, personalized follow-up meeting for each registrant. More
Starts:
9/28/2024
9:00 AM
Sessions:
2
Pricing:
Location:
Status:
14 open seats left
Class size:
17 seats
FA24PFLO2MA
This course will be given in two informative and entertaining sessions!
Designed for pre-retirees and retirees ages 55 to 70, you will learn how to: manage investment risks, use new tax laws to your advantage, make informed decisions about your company's retirement plan, and adjust your estate plan to function properly under the new laws. However, money is only one aspect of retirement planning. This course blends financial education with life planning to help you build wealth, align your money with your values, and achieve your retirement lifestyle goals. This comprehensive course on preparing for a comfortable retirement will be taught by Louis T. Barberio, III and Michael McClelland.
You may bring one guest. Workbook included with registration (one per registration.)
More
Starts:
9/30/2024
6:00 PM
Sessions:
2
Pricing:
Location:
Status:
8 open seats left
Class size:
17 seats
FA23PF101GA
This course will be given in two informative and entertaining sessions!
Designed for pre-retirees and retirees ages 55 to 70, you will learn how to: manage investment risks, use new tax laws to your advantage, make informed decisions about your company's retirement plan, and adjust your estate plan to function properly under the new laws. However, money is only one aspect of retirement planning. This course blends financial education with life planning to help you build wealth, align your money with your values, and achieve your retirement lifestyle goals. This comprehensive course on preparing for a comfortable retirement will be taught by Louis T. Barberio, III and Michael McClelland.
You may bring one guest. Workbook included with registration (one per registration.)
More
Starts:
10/3/2024
6:00 PM
Sessions:
2
Pricing:
Location:
Status:
13 open seats left
Class size:
17 seats
FA24PF101HA
This course will be given in two informative and entertaining sessions!
Designed for pre-retirees and retirees ages 55 to 70, you will learn how to: manage investment risks, use new tax laws to your advantage, make informed decisions about your company's retirement plan, and adjust your estate plan to function properly under the new laws. However, money is only one aspect of retirement planning. This course blends financial education with life planning to help you build wealth, align your money with your values, and achieve your retirement lifestyle goals. This comprehensive course on preparing for a comfortable retirement will be taught by Louis T. Barberio, III & Michael McClelland.
You may bring one guest. Workbook included with registration (one per registration.) This course includes a complimentary one-hour, personalized follow-up meeting for each registrant.
More
Starts:
10/14/2024
6:00 PM
Sessions:
2
Pricing:
Location:
Status:
13 open seats left
Class size:
17 seats
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