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 Passport to Retirement - Blacksburg, VA
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A CLASS TO HELP YOU PLAN YOUR RETIREMENT

Curriculum Includes:

Investments
Taxes
Estate Planning
Retirement

Don't let the IRS end up with more of your money than it should.

Don't let a bear market rob you of your retirement.

Without an understanding of legally permissible tax-saving ideas, your retirement assets may be considerably less than you had hoped for.


Enroll Early, Seating Limited!


Who Should Attend

The material is relevant to those in the early stages of retirement planning as well as those who are very close to retirement. Even those who are retired will find value in this class. The course curriculum is designed for people who are serious about gaining money management knowledge. Attendees should commit to two evening sessions and a few hours of homework.

Sponsored By:

Virginia Tech Continuing and Professional Education
Developed in cooperation with Ruth H. Lytton, Ph.D., RFC, Professor of Financial Planning



For More Information Contact:
Andrew Monsour
540-989-6578
Email: andrew@monsouradvisory.com

 

Additional Topics Covered in this Workshop

  • Possible investments for today's uncertain and volatile economy.

  • Ways to help you protect your assets and secure your retirement income.

  • Recent changes in the tax laws that can help you keep more of your retirement assets.

  • Minimizing taxes on IRA/401K distributions during every phase of your life.

  • Preventing the IRS from ending up with more of your assets than it should.

  • Reducing or eliminating capital gains and estate taxes.

  • Passing assets to your heirs tax-free.

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Continuing & Professional Education @ Virginia Tech