Are you ready for retirement, both financially and emotionally? Are you prepared to replace your paycheck? Or if already retired, are you comfortable that you won't outlive your money? Do you have the right insurance and all of the necessary estate planning documents, such as wills, powers of attorney, and medical directives?
This course will teach you how to stretch your income and investments to ensure a comfortable retirement. It will also teach you the ABCDs of Medicare to make sure you have the best medical coverage. Additionally, you will learn how to protect your loved ones should there be a long-term care need. Finally, you will learn the numerous nuances of social security and how to have a sound estate plan.
About the Instructor
Paul Platek has a bachelor's degree in economics from Queens College and an MBA in finance from St. John's University. He obtained his Certified Financial Planner designation in 1996. Paul has more than 40 years of experience working in financial services, including banking, lending, college, retirement, insurance, and estate planning. He is very passionate about assisting others in achieving their financial goals and has provided personalized financial planning for hundreds of people.
There are currently no available classes.