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Register for this Class

In this class you will learn how to manage investment risks, use new tax laws to your advantage, make informed decisions about your company retirement plan, and adjust your estate plan to function properly under the new laws. However, money is only one aspect of retirement planning This class blends financial education with life planning to help you build wealth, align your money with your values, and achieve your retirement lifestyle goals.

Included: 223 page workbook for each individual or couple registration. Extra book fee $25.