Retirement Topics:
A Woman's Guide
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Seminar focusing on financial challenges facing women. Content of this seminar and workbook includes planning for retirement, setting financial goals, taking control of one's financial future and issues specific to women. |
Building Your Assets
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Seminar focusing on building retirement assets. Content of the seminar and workbook includes effective retirement accumulation concepts (for those anywhere from 1 to 20 years to retirement). Discussions include organizing retirement planning strategies and preparing for a more comfortable financial future. |
Making Your Money Last
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Seminar focusing on customers nearing or already retired. Content of this seminar and workbook discusses challenges when transitioning from accumulations to income generation and asset protection. The workbook also covers fine-tuning a retire income plan for those already retired. |
