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*This is a paid Adult School class. Click on the ticketing link to register.
A successful retirement requires clear goals, careful planning and diligence. This seminar will discuss what you should be considering as you approach retirement including: determining which accounts to withdraw from first to fund your lifestyle, tax considerations you should be speaking to your CPA about now, how Social Security income should fit into your planning and how to examine the effects that changes in your situation have on how your assets are invested.
