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05/06/2021 at 5:30 pm - 7:00 pm

Retirement Income Planning - Protect Your Future - Live Online Workshop
PO Box 100163
Cape Coral, FL 33910


Retirement Income Planning – Protect Your Future
Live Online Workshop
Course Code: RAFVIR0506B


This course is usually taught at Libraries throughout Southwest Florida. Due to the ongoing COVID-19 restrictions, this LIVE class is being offered for FREE online. Join us for one, two, or all three classes offered. 

This Course is offered Live, Online, & FREE of Charge
Advance Registration is Required

To Register –
Register on-line now! or
Register by phone    239-880-8658   (lines open 24/7)

If these class times are not convenient for you, please contact our office directly at 239-271-0685



This course offers real-world strategies for those who are preparing for, or are in the early stages of retirement, and looking for ways to reduce taxes. We will take the confusion out of retirement income planning, empowering you to understand your finances and design a plan based on sound principles and safe practices.

You will learn how to protect the high probability of Long Term Care costs, accurately devise a plan for retirement that will last throughout the years, and how to take advantage of little known investment vehicles that will help you both achieve your retirement goals and leave a legacy to your loved ones as well.

What you will learn:  

  • How to establish retirement goals & objectives based on your risk tolerance
  • How to protect yourself from unexpected Long Term Care costs
  • How to account for healthcare costs 
  • How Social Security plays a major role in your income planning
  • How to optimize your asset allocation to minimize risk of loss
  • How to use current IRS tax codes to create a tax-free retirement

Join us for this FREE Educational Class and Receive Financial Confidence Through Education

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