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Retirement Planning Today

Courses Adult / Home and Finance -
CE Adult Fall 2022

Learn how to manage investment risks, use new tax laws to your advantage, make informed decisions about your company retirement plan and adjust your estate plan to function properly under the new laws. Money is only one aspect of retirement planning. This course will blend financial education with life planning to help you build wealth, align your money with your values and achieve your retirement lifestyle goals. Workbook included in tuition. Fee is for an individual or a pair sharing a workbook.

Danica Goshert

Instructor Danica Goshert, CFP, AIF, Vice President, Private Wealth Management has over 20 years of experience in the financial services industry, and a passion for helping clients make informed choices. As an advisor and educator for individuals, families and business owners, she most enjoys guiding people to make smart decisions that are aligned with their goals and desires. She earned her Bachelor's degree in Business and Administrative Studies from Lewis & Clark College, and MBA from the University of Oregon. She is a Certified Financial Planner (CFP) and holds Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American College. She is also an Accredited Investment Fiduciary (AIF).

4123Bf Closed

  Danica Goshert

Twin Oaks Middle School : TO 207
Mon Oct 3 & Mon Oct 10
6:30 - 8:30 PM


$ 49.00
per person or pair

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