Understanding the Language of Retirement, Tax, and Estate Planning

Navigate the maze of investing your hard-earned retirement portfolio in this fun, concise overview of the financial markets. Discuss the history and basics of investing, tax and estate planning and the fundamentals of managing your own investment portfolio. Learn about the forces that influence market direction. Prepare for April 15 with this update of the new tax and estate laws. Learn ways to protect and preserve your wealth for you and your beneficiaries. No specific financial products are discussed or sold.

Schedule

3 Session(s) Weekly

Meeting Days

Mondays

Instructor

Rudy Fernandez

Note:

Please read: This is a face-to-face class.