Continuing Education

Let's Talk Money

Course Detail

Let's Talk Money image

Maximize Social Security withdrawals, analyze the 4% rule and gauge whether your money will last through retirement. Analyze the pros and cons of annuities and learn how to fund long-term care without LTC insurance. Tax law updates are woven into each segment. Four dynamic classes rolled into one robust course.

Instructors:  Sam Winch, Christian Peterson, CMT®, Donna Mullen, and Matt Weyers

Note: Current or future financial classes will be taught by individuals who are practicing financial advisors or individuals who are actively involved in a business or profession that is related to the subject they teach. As instructors, these individuals have demonstrated an ability to teach the curriculum to which they have been assigned, but in no way will use the classroom to endorse their companies or any products they may offer.

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