A Course on Investments, Retirement & Estate Planning for Adults Ages 50-70
Pre-registration is required. The cost for this informative seminar is $65. This can be paid by check, cash, or credit card at the time of registration.
Thursdays
October 20th & 27th
6:30 pm to 9:30 pm
Tuesdays
October 25th and Nov1st
6:30 pm to 9:30 pm
Learn how to:
Evaluate investment risks
Use new tax laws to your advantage
Access your retirement funds early
Take advantage of new opportunities created by Roth IRA legislation
Properly allocate assets within your employer retirement plan
Select the retirement plan distribution choices that are right for you
Transfer the risk of potential financial losses before or during retirement
Plan your retirement income to preserve your standard of living
Reduce or eliminate taxes, expenses, delays and legal challenges with estate planning
Brought to you by Jill Beach, Centaurus Financial, Inc. Registered Representative, of, and securities sold through Centaurus Financial, Inc. is a registered broker/dealer, member NASD/SIPC. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined. Information relating to securities is intended for use by individuals residing in: California (#0D00715), Florida, Illinois, Indiana, Michigan, and Nevada.
For more information please contact the Office of Continuing Education at:
Kretzmann Hall 114
1700 Chapel Drive
Valparaiso, IN 46383
