Loading...

Course Description

Joseph P. Silvestri, CFP, ChFC, CLTC and Chester O. Gordon IV, CFP of Arkhitekton LLC

As baby boomers approach retirement, new financial questions arise. We’ll address your questions about building enough wealth to retire, increasing retirement income, and exploring lifestyle options. Discuss mutual funds, insurance, stocks, bonds, estate taxes, and long-term care. You’ll receive a workbook packed with sound, solid information that you can take home and put to good use in the development of your own financial blueprint. Come away with a clearer picture of the opportunities available to improve your future financial security. Spouse/partner may attend for free. 3 SESSIONS

Loading...
Enroll Now - Select a section to enroll in
Section Title
Financial Strategies for Successful Retirement
Type
Lecture
Days
W
Time
6:00PM to 9:00PM
Dates
Mar 19, 2025 to Apr 02, 2025
Schedule and Location
Contact Hours
9.0
Course Fee(s)
Course Fee non-credit $65.00
Drop Request Deadline
Mar 12, 2025
Transfer Request Deadline
Mar 12, 2025
Required fields are indicated by .