MEPP - BUILD 1 & 2 COMBINED
Description
Module 1 - Let’s make a plan
This module will introduce you to your go to contacts at Plannera explain some of the services Plannera offers, and set you on the path to creating and updating a financial plan.
Module 2 - Putting it all together
This module will discuss other sources of income you will have in retirement and things you should consider when making investment decisions. It will also cover tax considerations and pension legislation around your marital status.