Planning for Financial Success in Retirement

Course Dates: 
Jan. 9, 23, 30, Feb. 6, 13, 2012 (no class on Jan. 16)
11:30 a.m. - 1:30 p.m.
Bart Boyer and Roger James
Course Catalogs: 
2012 Winter

Learn the truth from two very experienced fee-only advisors about anything that has an impact on your financial success in retirement. Topics covered include how to maximize spending in retirement, varied investments, return expectations, market timing, annuities, life insurance, estate planning, and others.

Bart Boyer ( founded Parsec Financial in 1980 and is the chief executive Roger Jamesofficer. He is a Certified Financial Planner practitioner and holds a BS in business from Arizona State University. Roger James ( joined Parsec in 2007 and is a senior financial advisor. Roger holds a JD from Samford University and a BS from Baylor University.