Will you be able to retire early? Could your investments be earning more? Learn how to protect your hard-earned money from market volatility and inflation, taxes and long-term care needs. You will receive a free 204-page workbook along with a personalized financial blueprint to help you plan for a comfortable retirement. David Cuellar, a certified financial planner and VP of wealth management, has been teaching financial planning workshops for years.
During this class, these issues will be addressed: diversifying investments, 401k and IRAs,determine how much money you can retire on, estate planning, create income from your portfolio safely. Social Security. Pensions. And more.