Retire with dignity and build generational wealth. Retire with confidence by learning how to optimize distributions from Social Security, Pensions, work retirement plans and Traditional IRA. Learn about the benefits of Roth IRA and how they can help reduce your taxes. The class also covers importance of Estate Planning, Long Term Care Insurance and when Annuities are useful.

Creating Your Estate Plan is designed to help you better understand the basics of estate planning so you can consider the options that makes the most sense for your specific situation. Participants will learn what to consider when creating a will, the benefits of trusts in estate planning, how to reduce taxes on estates, and how insurance can help protect your family.