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September 2007 Seminars

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

Retirement Planning Today®
An Educational Course for Adults—Ages 50 to 70

Steve Margulin’s next Retirement Planning Today® seminar, will be conducted at Central New Mexico Community College Workforce Training Center, located at 5600 Eagle Rock Ave. NE, Albuquerque, NM 87113.

The course is six hours long, broken into two sessions. You will 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.

To find out how to register, call our Course Registration line at (505) 345-2555.

Here is a brief overview of the course:

Learn 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 with confidence.

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 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.

In just two entertaining and informative sessions, you’ll learn what they didn’t teach you in school. Discover 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.

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 a bonus section:
· How to Live up to Five Years or More for “Free”

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

A $20 226-page illustrated textbook is required, but is included in the $49 course fee. Class sizes are limited, so register today!