Financial security is a paramount concern in these trying economic times. This class will be extremely useful. Topics covered in depth are: Investment Planning, Portfolio Design, Retirement Income Planning, Common Mistakes Retirees Make, Planning and Paying for Custodial Care, Protecting Your Assets, Trusts, Wealth Creation and Continuation. Confidential work book exercise reinforce strategies learned. This class is an Absolute Must for anyone who wants to experience Financial Security! (Ira L. Bergman)
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