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GBCCA Weekend Workshop (6/3) Planning for a Confident Retirement

Planning for a Confident Retirement

Speaker: Hung-Chang Hubert Su (蘇鴻昌) CFP®,
Ameriprise Financial Service.


Topics:
1) How to define your retirement dreams
2) Develop your plan
3) Planning for retirement dollars
4) How should you invest?
5) Long term care
6) Estate planning for a tax effective transferring asset to your heirs
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