Bill Strey is an area resident who specializes in helping public employees & families understand retirement planning, life insurance, and tax-efficient investing & legacy planning. Topics to be discussed will include…
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Social Security & Medicare basics
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Retirement account investment management
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Turning assets into income
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Importance of estate documents
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Tax-aware estate/inheritance planning
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Charitable giving
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Long-term care funding
Be sure to click on **Class Details** below for more information about the class
