The purpose of this course is to provide practical insight into the lifelong planning process of meeting your financial goals.

Major topics include:

• Understanding the basic principals of how money grows, and the effects of inflation and taxation.
• Goal setting and the tax incentives of buying a principal residence, saving for college, basic investment planning, and retirement planning.
• Figuring out how much money you really need to save for retirement, including strategies to meet your goals.
• Understanding the real after-tax benefits of saving within your company's retirement plan.
• Learning when to use professionals, such as Certified Public Accountants, Certified Financial Planners, stockbrokers, and attorneys; and knowing what questions to ask before you hire them.
• The ten most common mistakes when investing for retirement.

For complete information about this course, including pricing, please call (610) 688-4477 ext. 22 or email SmithC@cpenow.com.

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Surgent McCoy CPE, LLC
237 Lancaster Ave
Devon, PA 19333
(610) 688-4477
(610) 688-3977 (FAX)
info@cpenow.com