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




Gage Kemsley


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


Higher Education Center - Santa Fe

1950 Siringo Rd
Santa Fe, NM 87505
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