14 Sept
9/14 & 9/21 Santa Fe College Course

Organizer

lkemsley@tognm.com

Presenter

Gage Kemsley

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

September 14 - September 21, 2019

9:00a - 11:30a MST

Location

Higher Education Center - Santa Fe

1950 Siringo Rd
Santa Fe, NM 87505
View on Map
2019-09-14T09:00:00.0000000
2019-09-21T11:30:00.0000000
P7DT2H30M
Share |

Event Registration

Thank you!

Error processing your request. Please try again at a later time.