Mid-Life Planning Bootcamps
Financial Education Seminar for Adults
Let us help you build your retirement income strategy
COURSE INCLUDES: 160 PAGE COMPREHENSIVE WORKBOOK & COMPLIMENTARY INDIVIDUALIZED STRATEGY SESSION WITH BILL KUMM
Financial Bootcamp for Mid-Life Planning is a two-part series geared toward helping Adults 18-45 years of age understand the issues and challenges of preparing for retirement. If you want information to make sure you are in a better position to make the right decisions for your financial well-being, register to attend our upcoming workshop posted 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
Register for one of our upcoming events:
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 secure 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.