NEW! Passport to a Successful Retirement

This is a comprehensive, 5-hour, retirement planning course broken into two, 2.5-hour sessions that includes a 100 page book. We cover maximizing income sources like social security, annuities, pensions and investment withdrawals. We discuss minimizing taxes including the use of Roth conversions and HSAs. We dive into retirement risk management like long term care and close with high level estate planning. One additional guest may attend at no additional cost.

Mark Josephs
Mark Josephs

Instructor

Mark Josephs & Patrick Murphy are partners at True Vision Financial. They have been teaching community financial education for over 10 years and have over 40 years of combined industry experience.

2 Options
M692-3A
Registration begins Nov 1st
Starts Tue, Feb 2nd 2027 6:00 - 8:30 PM
Su
M
Tu
W
Th
F
Sa
Diamondhead Education Center
Price: $24.00
Enroll Now
Instructors:
  • Mark Josephs
DateTimeLocation
Tue, Feb 2nd 2027 6:00 - 8:30 PM Diamondhead Education Center
Tue, Feb 9th 2027 6:00 - 8:30 PM Diamondhead Education Center
M692-3B
Registration begins Nov 1st
Starts Thu, Feb 11th 2027 6:00 - 8:30 PM
Su
M
Tu
W
Th
F
Sa
Diamondhead Education Center
Price: $24.00
Enroll Now
Instructors:
  • Mark Josephs
DateTimeLocation
Thu, Feb 11th 2027 6:00 - 8:30 PM Diamondhead Education Center
Thu, Feb 18th 2027 6:00 - 8:30 PM Diamondhead Education Center