29 June
6/22 ABQ/RR College Course

Organizer

[email protected]

Presenter

Lynn Thurgood

Description

What you will learn:

-The truth about annuities and what to be aware of.

- Why so many retirees are in danger of outliving their money, and steps you can take to help avoid it.

- Understanding the risks involved with different types of investments and how to allocate assets based on your personal risk tolerance.

- The sources of retirement income - including updates on Social Security -- and how to build a solid retirement income plan of your own.

- The rules, regulations and tax consequences of Qualified Plans (IRA, 401k, 403b) and how to manage them.

- Key questions you should ask any financial advisor.

- Getting your estate in order: understanding wills, trusts, probate and tax-efficient distribution to your heirs.

- And much more!

Date and Time

Sat, Jun 29, 2019

9:00a - 1:30p MST

Location

CNM Westside Campus

10549 Universe Blvd NW
Albuquerque, NM 87114
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2019-06-29T13:30:00.0000000
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