Retirement Distribution Planning (for retirees and soon-to-be Retirees)

This class is designed to help attendees avoid the most common financial mistakes people make in retirement, and to learn new strategies that can enhance their retirement.  The information in the class comes from lessons learned from thousands of meetings with people who are retired or near-retirement.  We cover everything from simple concepts such as how to build a cash reserve, all the way to technical concepts like Roth Conversions and Asset Location.