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