Search - Amity Regional School District No. 5 - Adult & Continuing Education

TO BE HOSTED VIRUTALLYIn this course you'll learn how to potentially manage investment risks, use new tax laws to your advantage, make informed decisions about your company retirement plan, and adjust your estate planning to function properly under the new laws. However, money is only one aspect of retirement planning. This course blends financial education with life planning aiming to help you build wealth, align your money with your values, and pursue your retirement lifestyle goals. This course includes a 224 page illustrated E-book. Couples may attend together for a single registration fee by registering one person. This course will be held on ZOOM. A ZOOM link will be sent to you by the instructor prior to class.Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Any named entities and LPL Financial are not affiliated. LPL Financial does not provide legal or tax advice. Please consult your legal or tax advisor regarding your specific situation. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.

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