April 10, 2018
    6:00 pm - 8:00 pm

This course addresses the core concepts and real solutions necessary to establish a retirement plan in today’s economic climate.

  • 2018 TAX REFORM – How the new federal tax law could affect your 2018 tax bill.
  • INVESTING / WITHDRAWING – Learn the difference between investing while working versus needs during retirement.
  • RETIREMENT ISSUES – The core issues with retirement are much different than the issues you’ve faced before.
  • RISK MANAGEMENT – How to increase your investment performance while controlling risk.
  • PLANNING AHEAD – The need for planning is critical, learn specific steps you need to take to plan effectively.
  • PLANNING TOOLS – The course will cover tools you can use for comprehensive retirement planning.
  • ALLOCATION – Learn the principles of a balanced portfolio, and how asset allocations need to change over time.
  • TAX MINIMIZATION – Tax-efficient investing and its huge impact on making your financial resources last.
  • GOVERNMENT PROGRAMS – Learn important things you need to know about Social Security and Medicare.
  • LONG-TERM CARE – The likelihood of retirees needing some type of nursing care and what to do about it.



1634 University Blvd NE, Albuquerque, New Mexico, 87131