Financial & Tax Strategies, Inc.
Your Guide to Financial Freedom

CONNECT

Address:

11710 Administration Drive  Suite 26
St. Louis, MO 63146

Phone:

314-991-9005 or 1-800-966-1690

Fax/Other:

314-989-0262

Modern Retirement Planning Course Registration

Gary Goldberg has taught adult educational courses during the past 10 years in the St. Louis and Illinois area for people who are in need of financial retirement planning.  We have two classes coming up January/February 2016. 

Location: O'Fallon Public Library   -  O'Fallon, IL 

Saturdays  -  September 16  &  23                         9:30 am  -  12:30 pm

Wednesdays  -  September  20  & 27                      6:00 pm  -  8:00  pm  

Please call or email to register @ (877) 596-0084 or email chirshberh@cfiemail.com

 

During the course, Gary will teach you several important financial strategies, including how to:

  • Determine the amount of money you need to retire 
  • Create your own goals for a "successful retirement"
  • Eliminate debt and improve cash flow
  • Properly convert your IRA to a Roth IRA
  • Select the retirement plan distribution choice that is right for you
  • Plan your retirement income 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

Every person (or couple) who registers will receive a 200+ page workbook that will help you follow Gary's presentation.  It contains current financial concepts, tools and illustrations, as well as excercises, worksheets and key descriptions that will reinforce concepts learned during the class.

Advance registration and pre-payment are required for the courses.  Tuition is $59.00 per individual or couple, and it can be paid by check.

If you are interested in attending this class, please fill out the "Contact Us" form on the "Our Location" page and we will get in touch with you.  You may also call our office at 1-877-596-0084 to register for the class or to get more information.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck