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The Retirement Harvest Class
Our educational classes, offered by Quest 10 Wealth Builders, Inc., are held at local community colleges. Currently we offer a one-night, 2.5 hour class. The course includes a workbook and supporting documents. This is an educational-only event with no individual advice.
There are absolutely no sales or product pitches at our educational events. The cost of our 2.5 hour class is $19, which includes the workbook and supporting documentation. If you would like to attend a future class, please call or fill out registration.
Due to COVID-19, we will have limited seating and masks will be required.
We are also offering this class via Zoom but ask that you register at least 10 days prior so we can mail you the workbook.
If N.C. State guidelines change and we are no longer able to hold the class in person, we will still have the class via Zoom.
Topics of discussion
Retirement Harvest (2.5 hour course for $19). We will drill through the 5 main areas of retirement planning.
- Income Planning – Strategies to withdraw income, Social Security 101
- Investments – What if I face a market correction? How much risk should you be taking?
- Healthcare – Medicare basics and how to pay for long term care
- Tax Planning – Is your future retirement income tax efficient?
- Estate Planning – Probate process and estate documentation
*Your investment adviser representative is not permitted to offer, and no statement contained herein shall constitute tax or legal advice. You should consult a tax or legal professional on any such matters.
Rather meet One-on-one?
Schedule a meeting with one of our team to create your financial strategy today.