You work hard to provide for your family and save for the future. Learn to keep more of what you earn and make money work harder. Whether you are just beginning a retirement plan or rapidly approaching retirement, the information provided will benefit you. Topics include how to: define long-term goals, manage investment risks, use new tax laws, make informed decisions about your company retirement plan & adjust your estate plan to function properly under new laws. This course blends financial education with life planning to help build wealth, align money with values & achieve retirement lifestyle goals.