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Retirement Planning Today


Courses - Adult Enrichment / Money -
Adult Enrichment 2023-24

This 5-hour retirement planning course consists of two sessions and covers eight key lessons: 1. Retirement planning process, 2. Retirement needs & expenses, 3. Roadblocks & mistakes, 4. Income sources, including social security, 5. Tax-efficient retirement distributions, 6. Investments, 7. Insurance & annuities, and 8. Estate planning. Gain valuable tools for informed financial decisions, with a complimentary book included for your reference.

Instructor: Mark Josephs

Mark Josephs

Patrick Murphy & Mark Josephs are partners at True Vision Advisors. Pat's daughter currently attends Two Rivers High School and Mark graduated from Henry Sibley in 1991

6417-S24 Closed

  Mark Josephs


District 197 - 197 Two Rivers High School : A264 Lecture
Thu May 9 & Thu May 16
6:30 - 9:00 PM

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$ 49.00
2 sessions

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