Description
(See related classes: #114, #132, #164, #183.) The blessings of longevity are often threatened by the challenges created by this same circumstance. Making decisions currently for dates in the future in an ever-changing world to see that your needs are met becomes increasingly important amid economic uncertainty. This course helps you understand the challenges and opportunities of your golden years, providing practical strategies to protect and grow your wealth while maintaining peace of mind. This class is sponsored by Sunrise of Chevy Chase.
What You’ll Learn:
- How much is enough?
- The affordability of aging
- Staying at home vs moving to an easier maintenance environment
- Healthcare choices in advance
- How to maximize retirement income sources
- Ensuring there is enough “gold” for your golden years
- Building partnerships with legal, financial and other specialists to help with sustained decision making and care on your behalf, if necessary
- Budgeting for a sustainable, fulfilling lifetime
To learn more about Jamie Lapin, visit Jamie S. Lapin, CFP®, CDFA®, AIF® – RMG Advisors
