Personal Development Courses: Retirement Planning

Whether a person is a few days away from retirement or a few years away, there are a number of key issues to address before they take that step. Jerry S. Blakely, certified financial planner, will help individuals
analyze important issues that could have a positive or negative effect
on what could be the retirement of their dreams. Participants will be
able to discern what steps they should take to improve their future in
the Five Key Areas of Financial Planning: 1) Protection/Insurance
Planning, 2) Estate Planning, 3) Retirement Income Planning, 4) Tax
Planning, and 5) Investment Planning; and how these key areas overlap and interact with each other. Course agenda will focus on how families may be able to grow, yet protect their wealth, minimize taxes, and keep it
all in the family when they pass.

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