Instructor, Dan Gilipsky, AAMS®
Learn how to make informed decisions about your future, set realistic goals, properly allocate assets, and minimize the impact of taxes and inflation, control health care costs and plan for the transfer of your estate. If you are over the age of 50, this course is a must! This four-week class includes a 235-page illustrated textbook and a comprehensive retirement plan at no additional cost. Dan has invited qualified speakers to cover topics such as Asset Allocation Strategies, Medicare and Long Term Care, and on the last night, an Estate Planning Attorney will present the section on wills, trusts, and probate.