Job Changes and Retirement Assets
Course # 478
This class is designed to help those who are either making a job change or considering retirement. It will address financial decisions and choices that one must make to secure a financially stable future.
- Current Assets
- Retirement strategies
- Tax options
Objectives (At the end of this course participants will be able to):
- Make critical decisions
- Take control of assets
- Come up with new retirement strategies
- Understand tax efficient options
Participants (audience course is designed for):
Those who are changing jobs or retiring.