Description

This course will provide debt reduction, tax and financial planning strategies. Using these proven strategies, Brad Kucharo will explain how you can avoid costly mistakes through proper planning in order to achieve short and long-term financial goals. Application of these personal and practice tips over the course of your career will help you reach financial freedom.

After this lecture you will be able to:

• Explain the utilization of tax savings strategies;
• Develop a plan for annual funding of retirement plans and IRAs;
• Assess long-term planning goals for successful retirement;
• Manage and reduce debt.

Speaker(s):

• Brad A. Kucharo, CPA, CFP®, John K. McGill & Co., Inc.