Retirement Planning Today

Course | This class is completed

FIU at I-75/Broward College building 1930 SW 145th Avenue Miramar, FL 33027 United States

425

Anyone

10/9/2021-10/16/2021

9:00 AM-12:00 PM EDT on Sat

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$49.00

Learn 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

This course does NOT require membership into the OLLI at FIU program.

  • Course location:
  • FIU at I-75 (Room 425)
  • 1930 SW 145th Avenue
  • Miramar, FL 33027
  • Two sessions: Oct. 9 & 16 from 9:00 am - 12:00 pm

Since 1990, Jeffrey Rotman has been serving the financial needs of physicians, professionals and business owners. A sought-after lecturer for many universities and teaching hospitals in Florida; included in curriculum for the practice management programs at Nova Southeastern University and Barry University. Featured on National Public Radio WLRN; has appeared in numerous publications including the Miami Herald, Sun Sentinel, South Florida Business Journal and more. Contact: (954) 557-0761 Your Instructor Jeffrey R. Rotman, is a Registered Representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC ( www.sipc.org ). 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334-3638. Rotman & Associates is not a subsidiary or affiliate of MML Investors Services, LLC. CRN202704-6259768 Jeffrey R. Rotman, domiciled in FL, California Insurance Lic. #0C07168