Know More. Have More Retirement Planning Course
Our 2-night, 6-hour course will be offered at the Leominster, MA and Devens, MA campuses of Mount Wachusett Community College in March and April.
In this course you’ll learn:
- How to determine exactly how much income you’ll need in retirement
- Why the traditional 60/40 portfolio is dead
- How to win when the market is up, but protect yourself against market losses
- Major risks and threats you MUST address in retirement
- How to use your home as a retirement asset
- Key strategies for combating inflation and taxes
- The difference between various types of annuities; the good, the bad and the ugly
- Structure a retirement portfolio vs. traditional growth portfolio
- The state of the Social Security system and how to time your claiming decision
- Current laws and their impact on your estate plan
*Class fee is $49 and includes 6 hours of instruction, a 200-page workbook and a 1-on-1 workshop with your instructor after the class. Bring a guest/spouse for no additional fee.
