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Comprehensive Retirement plan


Adult/Seniors / Enrichment -
Summer 26

Retire with confidence by learning how to optimize distributions from Social Security, Pensions, work retirement plans and Traditional IRA. Learn about the benefits of Roth IRA and how they can help reduce your taxes. The course also covers importance of Estate Planning, Long Term Care Insurance and when Annuities are useful.

About the instructor – Tarun Bhatia is a trusted Financial Advisor, where he specializes in creating personalized wealth strategies for families, entrepreneurs, and corporate executives. With a professional background that bridges the gap between complex engineering and financial management, Tarun brings a unique, analytical perspective to the business community.
 May 2026 
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SP26Retire
Rockford Community Center : Room 804
Thursday, May 28
6:00 - 7:30 PM

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Price: $ 0 00