This class, taught by a team of CPAs, CFPs and licensed investment advisors, is a one stop shop for everything you need to know to plan a successful retirement. This course will benefit you even if you are already retired. From investing to estate planning, this course will teach you how to maximize your 401(k), 403(b), IRA and Roth IRAs.Taught by Winch Financial President Sam Winch, John Hintz, CFA®, M.B.A., and Christina Winch, CFP®.
NOTE: If registering two people, same household, sharing a book, please list one person as the registrant, and you will be prompted through the registration process to add the second person's name.
Select a session to register