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The years leading up to retirement are unlike any other financial season of life. The decisions you make during this time will shape your retirement for decades to come. With shifting tax rules, market uncertainty, rising healthcare costs, and longer life expectancies, intelligent planning isn’t optional, it’s essential.
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Register to learn how to:
• Identify Critical Decisions that Must be Made Before You Retire, Not After
• Reduce or Eliminate Retirement Taxes, Unexpected Expenses, & Legal Challenges
• Create Reliable Retirement Income
• Protect Your Lifestyle from Market Volatility, Inflation, & Preventable Risk
• Align Your Money with the Life & Purpose You Desire in Retirement
• Avoid the Common (& Costly) Mistakes that New Retirees Make in the First 5 Years
This course is designed to help you move from your final working years into retirement with a smarter plan. Whether your goal is to protect what you’ve built, create reliable income, or preserve your lifestyle, this class provides the framework you need to make informed, intentional decisions before this new chapter begins.
We break down complex topics into clear, understandable concepts. You’ll learn how to make thoughtful choices that align with your values, priorities, and long-term goals.
Most importantly, this class empowers you to create your own strategic retirement plan so you begin your retirement with peace of mind.
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225 College Park Dr, Weatherford, TX 76086-6265, United States
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