Retirement Planning Today®
An Educational Course for Adults

Steve Margulin will hold a Fall Retirement Planning Today® seminar at UNM Continuing Education Conference Center in Albuquerque. The address is 1634 University Blvd. NE.
The course is six hours long, broken into two sessions. You’ll need to attend both sessions to hear all of the information presented.

There are two separate classes to choose from: either from 6:30 to 9:30 PM on two Tuesdays, August 25 and September 1; or from 6:30 to 9:30 PM on two Thursdays, September 3 and September 10.

The class is being sponsored by UNM Continuing Education, and they are handling the registration. To register, call UNM Continuing Education at (505) 277-0077. The course number is 11716. A 226-page illustrated textbook is required and costs $20, payable at the first class. The course price is $49 for one person or $69 for two people. Class sizes are limited, so register today!

For additional information call us here at the office—the special seminar phone line is (505) 345-2555.

Here is a brief overview of the course:
You’ll find out how to determine the amount of money you’ll need in retirement, as well as techniques for reducing debt and improving cash flow. You’ll learn about converting IRA account(s) to Roth IRA account(s) and how to choose a distribution strategy in retirement.

In the two sessions, you’ll discover ways to manage investment risks and save money on taxes, and you’ll find out about estate planning.

It takes more than money to live a “rich life.” This course blends financial education with life planning to help you build wealth, align your money with your values, and achieve your retirement lifestyle goals.

There are eight sections to the course:
· Life Planning for Retirement
· Retirement Needs and Expenses
· Retirement Roadblocks & Mistakes
· Retirement Income Sources
· Retirement Plan Distributions
· Investments
· Risk Management & Asset Protection
· Estate Planning
And bonus material:
· How to Live up to Five Years or More “for Free”

You’ll also have the opportunity for a complimentary financial consultation with Steve Margulin after you have completed the course.

Once again: A 226-page illustrated textbook is required and costs $20, payable at the first class. The course price is $49 for one person or $69 for two people. To register, call UNM Continuing Education at (505) 277-0077. They accept Visa and MasterCard. The course number is 11716.