Hi Retirement 101 students,

Below you will find the presentations we have covered in class, as well as any other resources I might have mentioned or you specifically requested.  Please email me at amcfadden@panoramicfinancial.com if you have any questions.  Thanks!

Week 1 - Social Security

Week 2 - Retirement Planning, Taxes, and Estate Planning

Week 3 - Investments and Financial Professionals

 

Other Resources:

RMD Table

FINRA Broker Check Website: http://brokercheck.finra.org/