We can help you discover more about planning a secure retirement than most people learn in a lifetime. This course blends financial education with life planning to help you build wealth, align your money with your values, and achieve your retirement lifestyle goals. Learns how to manage investment risks, use new tax laws to your advantage, make informed decisions about your company retirement plan, and adjust your estate plan to function properly under the new laws. A 225-page illustrated textbook is included. Participants can bring along one complimentary guest.