Retire With Confidence
Your Roadmap to Financial Freedom
Description
Retirement is glowing on the horizon… what do you see – goals… dreams… a certain lifestyle? You’ve worked and saved; you’ve anticipated that Social Security and maybe a pension will pay a portion of your way in retirement. You feel like you’re on the right track… but what now - do you have enough to fund your entire retirement? In this class we will explore how to create your retirement plan, Social Security, pension options, income investing, annuities, other income generating assets, budgeting, investing in retirement, health care, tax strategies, and estate planning. Instructor Brian J Scott, CRPC®, a Magic Valley native, is the owner and founder of Elevánt Wealth and has built a successful practice focused on helping his clients confidently transition into retirement.
Description
Retirement is glowing on the horizon… what do you see – goals… dreams… a certain lifestyle? You’ve worked and saved; you’ve anticipated that Social Security and maybe a pension will pay a portion of your way in retirement. You feel like you’re on the right track… but what now - do you have enough to fund your entire retirement? In this class we will explore how to create your retirement plan, Social Security, pension options, income investing, annuities, other income generating assets, budgeting, investing in retirement, health care, tax strategies, and estate planning. Instructor Brian J Scott, CRPC®, a Magic Valley native, is the owner and founder of Elevánt Wealth and has built a successful practice focused on helping his clients confidently transition into retirement.