You’ll learn about concepts and strategies like identifying hidden risk, time horizon, and market volatility – not specific financial investments. Your instructor will be straightforward with language that’s easy to understand while using full-color graphics as support in illustrating important information you need to know about finances.
This 2-day course is a perfect starting point for anyone who wants to build an effective retirement plan.
The course offers an in-depth look at how to plan for your retirement. You’ll be able to learn about tax savings and investment strategies, as well as the importance of saving consistently over time so that you can live comfortably when it’s all said done!
Larry J Tolbert, MBA, CEP, AIFA
Investment Advisor Representative
Larry Tolbert specializes in developing and implementing retirement and estate plans for qualified private clients. He incorporates advanced tax planning techniques to minimize income and estate taxes and utilizes conservative asset allocation models in order to focus on capital preservation and multi-generational wealth management.
What Is Included In This Course
Course takes place over two 3-hour classes and includes the following:
Why Should You Attend?
Financial education is a shortcut to experience that can help you avoid learning the “hard way”.
As Americans we spend most of our adult lives making financial decisions, yet receive virtually no formal financial education from elementary school through college to prepare us for these challenges.
Bypass Roadblocks to Success by Studying These Important Topics
Learn how to help identify and bypass them.
Schedule Your Class Today
Choose the days and times that fit best in your schedule:
1900 S Germantown Rd, Germantown TN 38138
6055 Primacy Parkway #160, Memphis, TN 38119