EQUIP YOURSELF TO BUILD YOUR RETIREMENT INCOME STRATEGY
COURSE INCLUDES: 160 PAGE COMPREHENSIVE WORKBOOK & COMPLIMENTARY INDIVIDUALIZED STRATEGY SESSION WITH BILL KUMM
Boomer Financial Bootcamp is a two-part series that covers topics to help you feel confident with your retirement plan. If you are nearing retirement or currently retired, and want information unique to today’s financial challenges and opportunities, register to attend our upcoming workshops listed below.
* IRA tax deductibility and contribution eligibility may be restricted if your income exceeds certain limits.
* Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional
Topics we will cover:
We believe families and businesses should have a good working knowledge of the tools and techniques available to efficiently execute strategies to help plan their financial and life goals. We do this by providing continued education and personal growth opportunities as we corporately navigate life’s challenges and victories. Our comprehensive courses are designed to equip you for all major financial decisions.