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!

Taught by a team of professionals from Winch Financial, including President Sam Winch, CPA Donna Mullen, investment analyst Christian Peterson, CMT® and insurance specialist and advisor Matt Weyers. 

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.





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