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About Carolina Retirement Planners’ Courses

RETIREMENT PLANNING COURSES

Our courses offer participants objective and informative guidance delivered by David Shucavage, our President, and CEO–to help you on the path to your financial goals. If you are nearing or in retirement, attending this course can help you acquire the tools you’ll need to make sound financial decisions that can help guide you to and through retirement.

This unique, one-day course will help you learn how to:

  • Define retirement and what’s important to you
  • Realistically estimate your income and expenses
  • Create a steady and reliable income stream for retirement
  • Understand your distribution options
  • Avoid 4 potentially costly Social Security mistakes
  • Determine whether or not to convert your IRA to a Roth IRA
  • Reduce expenses and preserve the value of your estate
  • Minimize tax liability
  • And so much more…

REGISTER FOR ONE OF OUR UPCOMING COURSES — Space is limited