This class discusses the need to define retirement goals, determine savings needed to reach those goals (using the rule of 25) and how to use the power of 3 (time/money/return) to reach those goals.

This class shares strategies designed to help guard valuable assets and protect pre- and post-retirement income. Discusses impact of longevity, withdrawal strategies, anticipating rising costs, reviewing insurance/LTC protection, and healthcare cost concerns. A link will be provided by the instructor for the online class.