Getting Ready for Retirement
| Dates: | June 13, 2024 |
|---|---|
| Meets: | Th from 6:30 PM to 9:30 PM |
| Location: | UT Arlington TBA |
| Cost: | $69.00 |
There are still openings remaining at this time.
Whether your objective is to build a nest egg, protect your assets or preserve your standard of living throughout retirement, this course will help you plan your future with confidence.
- Here are just a few examples of the many things you will learn to:
- Create the retirement of your dreams
- Avoid running out of money in retirement
- Define your financial position for retirement
- Minimize taxes on your investments
- Maximize how you save for retirement
- Reduce tax on required minimum distributions
- Determine how much money you will need to retire
- Establish clear goals and objectives to stay on course for retirement
- Help reduce or eliminate taxes, delays, expenses, and legal challenge
| Fee: | $69.00 |
|---|---|
| Hours: | 3.00 |
| CEUs: | 0.30 |
UT Arlington TBA
Continuing Education and Workforce Development (CEWF)
140 W. Mitchell Street, Arlington, Texas 76019
Phone: 866-906-9190
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Joshua Strittmatter
Josh W Strittmatter, CFP®, CRC®Josh is the president and CEO of Strittmatter Wealth Management Group, LLC based out of Weatherford, Texas. He has over ten years of experience as a financial planner and specializes in retirement planning and investment management. Josh graduated Cum Laude with a BBA majoring in Finance from the University of Texas at Arlington. He has also obtained the CFP® and CRC® designations. Josh has a passion for education and believes that the key to financial success is knowledge.
Find out more about Josh and Strittmatter Wealth Management Group, LLC. by visiting www.strittmatterwealth.com.
