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Course Description


Instructors: A.K. Mashhoon and Milich Zecevic

Over the course of seven weeks, the following financial topics will be examined:
  • 1. Tax Cuts and Jobs Act – (New Tax Law)
  • 2. Retirement Withdrawal Strategies
  • 3. Social Security Planning for Women
  • 4. All About Annuities: The Good, the Bad and the Ugly
  • 5. Benefits and Drawbacks of Long Term Care Insurance
  • 6. Introduction to Socially Responsible Investing
  • 7. Legacy and Estate Planning
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