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In this class you will learn the fundamental basics of planning for retirement. Attendees will enjoy an interactive lecture format where participation and questions are encouraged, but not required.  The goal is for you to be able to take information and implement strategies that help you and your family.  In two three-hour sessions, you will learn about the following topics:  Retirement planning assumptions, Tax Planning Strategies, Retirement Plan Distributions, Investments, and Financial Planning and Estate Planning Strategies. Included are folders with bound course materials, 2025 Key Financial and Tax Data, and a digital living expense worksheet.  

David Torres-Onisto, CFP®