Financial Survival for Retirement

Schedule

Thu Oct 07 2021 at 05:30 pm to 07:30 pm

Location

Pensacola State College | Milton, FL

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If you are retired or getting close to retirement, this two (2) session course will teach you the fundamental principles to help you make your money last.
Learn how to better manage and control your investments, get information on basic tax reduction strategies, protect your life savings, and avoid unnecessary estate taxes.
This course is taught by Bob Beargie, a Senior Wealth Advisor with Alphstar/Mainstay Financial. Bob has over 30 years of investment and wealth management experience. He is an attorney and holds a Master’s Degree in Business Administration. Bob has an extensive background in law, taxation, wealth transfer issues, retirement, and estate planning. Bob enjoys working with his clients and their families, helping them prepare for and accomplish their long-term goals and objectives, while encouraging them to enjoy the journey.
To sign up, visit ce.pensacolastate.edu. Use the button Register Now, select Fall 2021 term and select course type Life Skills & Enrichment to find course add to cart, view cart, check out, and follow prompts.
Please reach out to us at 850-484-1797, for registration questions and other ways to register.
Hope to see you there!
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Where is it happening?

Pensacola State College, 5988 Highway 90, Milton, FL 32583, United States

Event Location & Nearby Stays:

Mainstay Financial Group

Host or Publisher Mainstay Financial Group

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