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Passport to Retirement

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Tax-Savvy Retirement Strategies

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Includes an update on the NEW 2020 SECURE ACT

Why Join our classes?

Making your money last throughout retirement has been more challenging. People are living longer and fewer retirees have traditional pensions. In recent years the volatility of the stock and bond markets has been high and interest rates paid by banks have been low. While most retirees are covered by Social Security, this program also faces financial challenges.

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Our courses help you develop a professional retirement income plan

While there are many courses available for pre-retirement planning, these unique courses focus on the concerns, issues and needs that are important to today’s retirees.

Whether you are planning for many years in the future or looking for immediate answers to financial concerns, this course provides an eye-opening experience.

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