Lab Session

Service Description

What is a Lab Session? During the 2-day course, we covered a broad range of material which may impact your retirement. The general concepts discussed may or may not apply to your specific situation. During the lab, you will be able to find out how the topics discussed could impact your retirement savings, whether your income will last throughout your retirement, and if potential changes need to be made. If tax rates rise in the future (as we believe they will) or if you withdraw from your assets without a plan, the cost to you can be hundreds of thousands of dollars over the course of a 20-30 year retirement!