August 10, 2007 News on “Retirement Planning Today®” Seminars

Here’s some information on my (Steve Margulin’s) next Retirement Planning Today® seminar. The location will be Central New Mexico Community College Workforce Training Center, 5600 Eagle Rock Ave. NE in Albuquerque, NM.

The course is six hours long and is broken into two sessions. You’ll need to attend both sessions to hear all of the information presented. The sessions are three hours long and will be held from 9 AM to Noon on two Saturdays, September 8 & 15, and again from 6:30 PM to 9:30 PM on two Tuesdays, September 11 & 18. Choose either the two Saturdays or the two Tuesdays. The cost is affordable: $49 for one or two people plus $20 for a workbook.

I’ll talk about how to avoid the biggest retirement planning mistakes. Whether your objective is to build a nest egg, protect your assets, or preserve your lifestyle throughout retirement, this course helps you plan your future.

Because of 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 this course you’ll learn how to: create a plan to retire early, make informed decisions about your company retirement plan, and adjust your estate plan to function properly under the new laws.

I’ll discuss strategies to manage investment risks, ways to save money on this year’s taxes, important questions to ask before buying insurance coverage, and how to determine the savings you need to retire today or in the future.

Very importantly, I also talk about my unique strategy: ‘How to Live up to Five Years or More for “Free”.’

You’ll also have the opportunity for a complimentary financial consultation with me after you have completed the course.

It takes more than money to live a “rich life.” This course blends financial education with life planning to help you build wealth, align your money with your values, and achieve your retirement lifestyle goals.