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 and how to navigate Medicare. Learn the best way to rollover your retirement account to enhance returns. Three dynamic classes rolled into one robust course.

Taught by a team of Winch Financial professionals.

NOTE: Resource Materials provided by the instructors can be shared with a second participant attending from the same household, at no extra cost.  Please provide second person's name when registering.

This is an online class.