Course DescriptionLearn about mutual funds, reducing taxes, Roth & Traditional IRAs, 401k ns, tax sheltered annuities, stocks, bonds, college savings plans, will, probate, living trusts, estate planning strategies, long term care and life insurance. This course includes a 150 page workbook filled with useful information, practical examples and a free optional financial planning consultation. Please note Individual (one attendee) and Dual (2 attendees sharing a book) pricing available.
Contact course coordinator for information regarding learning outcomes.
Workforce Development Coordinator
For assistance call our office at 455-0477.
There are no prerequisites for this course.