Presented by:  
Philippe E. Berthoud and William E. Riquier
Includes special guest speakers

January 29, February 5, 12, 19 at 6:30-8:00pm
Space is Limited to 25. Cost is $30 per person/couple

This 4-part course covers a wide range of financial planning topics. We will explore the various issues that need to be addressed in order to create peace of mind through a well-planned and secure retirement. Topics include Retirement Plans, IRAs, Social Security, Income Planning, Taxes, Estate Documents and others. Upon completion of the course, an advisor will be available to help you with your own plan.

1.  Why create a Retirement Plan – Peace of Mind
2.  IRA Planning – What to do with my retirement accounts
3.  Understanding how Social Security works and get the most money out of it
4.  Investment and Tax Strategies in Retirement
5.  Income Products and how to use them
6.  Protect Family assets from the nursing home 
7.  Essential Legal Documents and Legacy Planning
8.  Long Term Care and Other Insurance Solutions