Attend a VIRTUAL two-day workshop at Loyola Marymount University Extension or El Camino College on retirement, planning and strategy. Course topics include ROTH IRA conversions, tax policy, life planning in retirement, cash flows, social security and much more. Today's economic environment presents many challenges.
But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. Whether you're facing retirement-or looking to better understand certain investment ideas-we can help you address your most pressing money questions. Our first priority is your overall financial success.
But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. Whether you're facing retirement-or looking to better understand certain investment ideas-we can help you address your most pressing money questions. Our first priority is your overall financial success.
Services
We believe our approach adds a broader perspective to all we do and focuses to provide increased benefits to our clients and their families. Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Due to recent tax law changes, an uncertain future for Social Security and the shift toward employee-directed retirement plans, the need for sound financial strategies has never been greater. In straightforward language, this class explains time-tested strategies that help you to make informed financial decisions.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
For many of our clients, the thought of retirement can prompt anxious questions. The big one: "Will I have enough?" Conventional thought interprets that as: "Will I have enough money to live out my life?" But, at Fit-To-Retire, we've discovered the question can have more than one meaning: Will I have enough friends to spend time with?
As an employer, you share the responsibility for guiding your employees toward making decisions that will afford them greater financial freedom in retirement. But here's the quandary: Just as your workers look to you for financial guidance and advice, you must seek out an expert to help you navigate plan regulation and administration.
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