Modern Retirement Planning

Take control of your retirement! A comprehensive course designed to address retirement issues in an unbiased and educational environment. The educational approach will give you the resources to identify your needs and structure (or restructure) a retirement plan. Learn how to set goals, address inflation, avoid mistakes, assess investments, manage risk, lower taxes and plan your estate. Questions encouraged. Designed for those in or near retirement. Price of course includes a 228-page workbook with 8 sections and all of the hard-copy information for the course. For further info on the instructor visit The James Financial Group or contact jjames@cfiemail.com.