Retirement Planning Today®
An Educational Course for Adults

Steve Margulin’s next Retirement Planning Today® seminar will be conducted at College of Santa Fe. CSF is located at 1600 Saint Michaels Drive in Santa Fe. (We’ll send you the exact location and a map after you register.)

The course is six hours long, broken into two sessions. You’ll need to attend both sessions to hear all of the information presented. There are two separate classes to choose from: either from 9 to 12 in the morning on two Saturdays, May 31 & June 7 or from 6:30 to 9:30 PM on two Tuesdays, June 3 & June 10.

For additional information or to request a registration form, call us here at the office—the special seminar phone line is (505) 345-2555.

Here is a brief overview of the course:

You’ll find out how to determine the amount of money you’ll need in retirement, as well as how to reduce debt and improve your cash flow. You’ll learn about converting IRA account(s) to Roth IRA account(s) and how to choose a distribution strategy in retirement. In the two entertaining sessions, you’ll discover ways to manage investment risks and save money on taxes, and you’ll find out about estate planning.

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.

There are eight sections to the course:
· Life Planning for Retirement
· Retirement Needs and Expenses
· Retirement Roadblocks & Mistakes
· Retirement Income Sources
· Retirement Plan Distributions
· Investments
· Risk Management & Asset Protection
· Estate Planning
And bonus material:
· How to Live up to Five Years or More “for Free”

A 226-page illustrated textbook is included in the $49 course price (one or two people). Class sizes are limited so register today!

Centaurus Financial and the College of Santa Fe/New Mexico are not affiliated entities.