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  • Retirement Planning Today

    Join our class and learn to integrate your finances with your goals and values. LEARN HOW TO: Determine the amount of money you need to retire Create your own goals for a "successful retirement" Eliminate debt and improve cash flow Properly convert your IRA to a Roth IRA Select the retirement plan distribution choice that is right for you Plan your retirement income to preserve a comfortable standard of living Transfer the risk of potential financial losses before or during retirement Reduce or eliminate taxes, expenses, delays and legal challenges with estate planning