Retirement Planning Today®
In order to help people gain experience earlier in their lives, I teach a course called Retirement Planning Today at adult education programs in and around Glastonbury, Connecticut. This course helps attendees prepare for retirement with confidence.
Due to recent tax law changes, the uncertain future of Social Security and the shift toward employee-directed retirement plans, the need for sound financial strategies has never been greater.
In this course, I use plain language to educate attendees about how to make informed financial decisions.
I cover the following topics:
Life planning for retirement
Retirement needs and expenses
Retirement roadblocks and mistakes
Income sources for retirement
Retirement plan distribution
Risk management and asset protection
Investments
Estate planning
If you'd like to learn how to manage your wealth and align your money with your values to pursue your goals, I encourage you to join me for a future course.
Course length is two to three hours. For more information,
please Email me."Our planning gives you confidence in your financial future"
Contact Us
Towerto Private Wealth
David Torres-Onisto, CFP®, Principal
Towerto Private Wealth, LLC
Glastonbury, CT 06033
703 Hebron Avenue, 2nd Floor
Phone: 860-790-7992
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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through TOP Private Wealth, a registered investment advisor and separate entity from LPL Financial