Personal Finance and Retirement
Four Tuesdays • 3:45 p.m.-5 p.m. • Zoom
September 7, 14, 21, 28
It has been over a year since the global pandemic upended the way we handle our finances. While on the road to recovery, we will find out sooner or later that the old money rules will not apply in this new environment. It is time to re-examine the conventional wisdom about retirement planning. This four-part session will discuss the new rules concerning portfolio management, homeownership, income vehicles and financial professionals. With these updates to your financial plan, you’ll transition into the new normal with confidence.
Instructor: John C. Pak, Certified Financial Planner, Retirement Income Certified Professional, EA, Otium Advisory Group
Coordinator: Kiki Chryssogelos