Broker Check
18 April
Retirement Planning Today


RETIREMENT PLANNING TODAY with Scott Turner, CFP® and Steven Klimaszewski, CFP®
Has the recent market downturn caused you to rethink your ability to retire? If you are not feeling confident that your portfolio is designed to last throughout your retirement, come learn how you can modify it while designing the retirement plan that you want. The instructors will teach you:

  • The basics of financial planning and what strategies will combat inflation and taxes
  • How to define your goals for a successful retirement
  • How to allocate your investments based on your anticipated spending
  • How to take distributions from your investments
  • How to avoid investing too conservatively
  • How to determine your insurance needs and what estate planning techniques and documents you need for the distribution and management of your estate

3 Tuesdays • April 18 to May 2 • 7-9:30pm • HGHS, L201-Upper L Commons • $50 (optional workbook available for purchase ($40) at first class)

Date and Time

April 18, 2023 - May 2, 2023

7:00p - 9:30p PST


Horace Greeley High School Room: L 201- Upper L Commons

70 Roaring Brook Rd
Chappaqua , NY 10514
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