Financial Maintenance & Asset Retention

Have you validated your financial plan to assure it will meet all your needs for the future? Ensure that your financial longevity will match your mental and physical longevity. We'll focus on topics such as asset protection, sequence of returns, and other considerations that might fall through the cracks in planning for your financial future.

Schedule

3 Session(s) Weekly

Meeting Days

Wednesdays

Instructor

Betsy Jerner

Note:

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