Broker Check
                                     

1390 Willow Pass Road
Suite 900
Concord, California 94520

Education

Retirement Planning Education

Bill Lahl teaches three times during the year a popular class on the subject of planning for retirement.  In the class the student will learn how to:

  • Determine the amount of money needed to retire
  • Create their own goals for a successful retirement
  • Eliminate debit and improve cash flow
  • Select the right retirement distribution plan
  • Plan retirement to preserve a comfortable standard of living
  • Transfer the risk of potential financial losses before or during retirement
  • Reduce or eliminate taxes, expenses, delays and legal challenges with estate planning

This is a very thorough class on the topic of retirement and retirement planning. Bill teaches the class in two three hour sessions, over a two week period.  The registration cost for an individual or a couple is $49 and includes a useful 223 page workbook.

To contact Bill Lahl's office to learn about upcoming classes:

click here