Broker Check
27 Jan
The Changing World of Retirement Planning Course


Discover at this 2-night or 1-day Course:
Dates:  1/27/22 and 2/3/22 6:30 pm-9:30 pm
             2/1/22 and 2/8/22 6:30 pm-9:30 pm
              1/29/22 9am-1pm

* Evaluate the impacts of the latest tax laws changes in your retirement.

*Determine if you have enough money for retirement.

* Use the 3 basic types of retirement accounts to maximize cash flow in retirement.

* Evaluate the benefits of Roth  Conversion.

*Maximize Social Security Income.

*Reduce, or eliminate unwanted expenses or delays with estate planning.

*Understand of your portfolio is truly "diversified."

*Avoid the 3 basic "pitfalls" of retirement distribution planning.

Date and Time

January 27, 2022 - February 8, 2022

6:30p - 9:30p MST


CWI Nampa Campus - Academic Building

5500 E. Opportunity Dr.
Nampa , ID 83687
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Event Registration