It takes more than money to live a rich life. 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. Discover what they did not teach you in school including: five strategies to manage investment risk, 11 ways to save money on this year's taxes, important questions to ask before buying insurance, how to invest in and take money out of your company's retirement plan, and determine the savings needed to retire. Participants may bring a spouse or guest at no additional charge. A $30 materials fee is payable at the time of registration. Couples may share a workbook.
Registration closes on October 9 at 12 PM to allow for supplies to be purchased.