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The Psychology of Retirement Funding

How is your plan for retirement funding going? Do you feel confident that your money will last as long as you do? Are you covered in case of unexpected healthcare needs, rising taxes, runaway inflation? Are you prepared for the tax consequences of RMDs, Capital Gains, Tax Deferred accounts? Come have some fun while making friends with your retirement resources! Along the way, we will learn some strategies to make sure your money is where you need it, when you need it.

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