This workshop is designed to help individuals nearing retirement or recently retired. Regardless of ones stage in the process, attendees will learn updated strategies that will help build and preserve wealth in volatile times. This course will help assess current financial position, then layout a roadmap that helps achieve retirement goals. Attendees will discover how to:
* Evaluate the impact of 2018/2019 tax law changes on their retirement
* Determine if they have enough money for retirement