Retirement Planning Today Spring 2025
In this course you’ll 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.
The course includes a complimentary one-hour, personalized follow-up meeting for each registrant.
Registration includes that you may bring one guest. One workbook per paid registration will be provided and light refreshments will be served.
Location: Atlantic City
Dates: May 13 and May 20, 2025
Time: 6:00pm - 9:00pm
-OR-
Location: Galloway
Dates: May 14 and May 21, 2025
Time: 6:00pm - 9:00pm
