Passport to Retirement Planning

Green River College 12401 Southeast 320th Street Auburn, WA, 98092 United States (map)

• Tax Storm: What to expect from the Inflation Reduction Act and government spending

• Managing Risk: Why taxes may be the largest unplanned retirement risk

• RMDs: How to reduce them and understand Roth Conversion opportunities

• Retirement Income: Will you have enough, and the impact on a surviving spouse

• Legacy Planning: Learn tax efficient strategies

• Long-Term Care: Better understand your options to protect your health while also

protecting your wealth

Passport to Retirement contains something for everyone. We address financial

issues that pertain to the self-employed as well as employees of corporations and

government agencies. The course is designed to teach you how to build wealth

and align your money with your values to accomplish your goals in life. Whether

you plan to retire 20 years from now or are just recently retired, the information

you learn in this class can deliver rewards throughout your lifetime

Ask the Advisor