The Changing World of Retirement Planning^TM is being offered for a limited time as a comprehensive online course. The course will be presented live in 2 separate 2-hour  online classes.

YOU WILL DISCOVER HOW TO:

• Retire in the 0% federal income tax bracket
• Retire in the 0% federal income tax bracket
• Determine if you have enough money for retirement
• Use the 3 basic types of retirement accounts to maximize cash flow in retirement
• Evaluate the benefits of a Roth Conversion
• Maximize Social Security income
• Reduce, or eliminate unwanted expenses or delays with estate planning
• Understand if your portfolio is truly “diversified”
• Avoid the three basic “pitfalls” of retirement distribution planning

You can pick up your workbooks from our office located in Morristown New Jersey.
 

COURSE REGISTRATION AND TWO-WORKBOOK SET ARE PROVIDED AT NO COST.

You can register for the course here

or by phone: 973-601-5020

 

FOR THIS COURSE YOU WILL NEED:

Computer   |   Reliable Internet Access   |   Computer Audio OR Phone

Instructions to join the online course will be sent by email prior to the first class

Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with Synthesis Wealth Planning, LLC. Investor Disclosures: https://bit.ly/KF-Disclosures.