Fall 2024 Course Catalog

Comprehensive Retirement Planning 27301A

Join the Father/Daughter Team of Lou and Jesssica Pelletier for an Interactive Comprehensive Retirement Planning Workhop. Are you aware of the two new laws passed last year (SECURE ACT and COVID-19 CARES ACT) and how they will impact you? Whether you have made  your selection or not, learn about all of the options that you have regarding your Social Security selection. Even if you have just made your selection, you have one year to change your mind! If you are 59 1/2 or older, even if you are still working, should you keep your 401K/403B or transfer to an IRA? How do you take Income from your Assets in a volatile market? If you have life insurance, is your plan outdated? Learn what legal documents you should have in Retirement in addition to a Will.

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