Passport to Retirement – First Class or Coach? - Tuesday, April 19th @ Noon in Albany 220
Are you ready for one of the biggest transitions of your life? Is your trip into retirement going to be a First Class or Coach trip? Whether you are 10 days, 10 months or 10 years away from retiring, there are a number of key issues to address before you make that move. This class involves a thorough review of the retirement planning process and the obstacles that can keep us from reaching our goals.
Additional topics include:
Assessing Your Investment Portfolio
Measuring Risk in a Portfolio
Developing asset allocation strategies
Taking advantage of dollar cost averaging
How to create an action plan for success
The workshop will be held in Albany 220 from Noon to 1 p.m. and is approximately 45 minutes in length with 15 minutes for Q&A.
RSVP today at: http://www.surveymonkey.com/s/fiscally_fit