Retirement 101

Here at Retirement 101 students will learn how to answer the most important questions they have regarding their retirement. Students will be provided the building blocks of how to create goals for retirement, construct their personal financial statements, and how to make better decision with their assets, liabilities, income, and expenses. We will take a deep dive into tax planning using Roth IRA conversions, estate planning with wills & trusts, and investing in today’s market. Students will even be given strategies to determine how they will take income from their savings in retirement and not be in fear of running out of money. Most importantly, they will leave the class with confidence that they will be capable of making the right decision because… It’s Just Math!