As seniors we typically know the importance of making our money work as effectively as possible for us.
Our greatest challenge will be to utilize the lessons that we have learned and the wisdom that we have gathered as we continue to experience lifestyle changes – and the impact of an evolving word. In this module, we will cover the following topics:
- You Are Not Alone When It Comes to the Challenge of Putting Your Money to Work
- New Risks: The Impact if COVID-19 on Retirement Planning
- How to Make Wise Investments in Your Senior Years
- How to Manage Risk With Investment Choices
- Risk Strategies for Every Decade––50s and Beyond
- Wealth and Estate Planning
- Tax Reduction Strategies
- Finding a Financial Professional and Services to Expect
