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Savings and Retirement Strategies for Agents

Do you have a savings and retirement strategy? Learn how to create a comprehensive financial strategy so you can retire with confidence. See how to maximize and diversify your various streams of taxable and non-taxable income at retirement. Learn how to protect your assets with estate planning and wealth protection.

Instructor: Robert Frias

Cost:
FREE for OCAR Members
$25 for Nonmembers

Sessions:

  • October 4 in Laguna Hills: 9:00 A.M. - 10:30 A.M.
  • Non-Members: Contact OCAR’s Education Department