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

2/22/2022-3/1/2022

6:30 PM-9:30 PM EDT on Tue

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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: Feb. 22 and March 1 from 6:30 - 9:30 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