Detailed Class Information :: www.AlbanyAdultSchool.org |
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Instructor: Josephine White
Josephine is a Financial Advisor and works for Merrill Lynch in Berkeley. Her company website can be found here: http://fa.ml.com/tjwhite Class Description: Retirement Planning We will cover retirement plans (IRA/Roth IRA, 401(k) rollovers, Stretch IRA), tax saving investments, growing retirement funds while minimizing risk, distribution strategies, long-term care insurance, annuities, social security and more. All students are eligible to receive a free financial plan from the instructor after the class and by appointment. |