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Course Description

Retirement planning requires the definition of what we envision retirement to be and how planning supports this vision, which was achieved in the Getting Started course. In this course, participants will learn various tips and traps to help ensure their retirement is richer after taxes. As well, consideration will be given to the unthinkable events that may occur in retirement and how to insulate from them. At the end of the courses, participants will have prepared their own personalized plan which can be used as their guide as they move into or through their retirement years.
 

Notes

Instructor:  Carolyn Fallis
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