Retirement Planning Today Classes
Learn from our very own Todd A. Cousino, APMA® Certified Financial Fiduciary®, in our upcoming Retirement Planning Today classes.
Review the questionnaire below to decide if this course is right for you:
YES/NO
□ □ Does your money give you the feeling of security it should?
□ □ Does your money give you the freedom you feel you deserve?
□ □ Do you feel in control of your financial affairs?
□ □ Do you feel confident your money will last your lifetime?
□ □ Do you have a person you explicitly trust to look out for your family’s best interest?
□ □ Are you sure you are paying the least amount of taxes possible?
□ □ Are you confident your investments are being properly managed?
□ □ Do you feel protected against the possibility of a market correction or recession?
□ □ Have you taken the proper steps to ensure you will not be a burden to others?
□ □ Would your spouse or children know what to do if you passed away?
□ □ Have you taken steps to ensure your values and wealth will be honored when you are gone?
If you answered No to most of these questions, and you have a net worth of at least $1,000,000, this class could help you. Please select a course date/time that works best for you below.
