How to Avoid the Most Common Financial Planning Mistakes Made by People Over 50



Held in person at McKimmon Center: In this three-session course, you will learn what prevents people from enjoying the retirement lifestyle they desire and how to avoid situations that can ruin a family's financial plan. Jim Trull has over 40 years of practical experience working with clients. This class will help you properly plan for and transition into retirement, develop a plan for long-term care, and ensure you have a realistic and on-track financial plan.

Registration Deadline: Feb. 7

Name Session Dates Location Format Registration Dates
Thank you for your interest. Currently there are no scheduled instances for this course. Please add yourself to the "Watchlist" by following the "More Info" button to the right.  REGISTER NOW