Comprehensive Retirement Planning Course
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.
Tarun Bhatia
Instructor
Tarun Bhatia is a Financial Advisor at Edward Jones. He is honored to serve families and small businesses throughout communities of Minnesota. He also holds an MBA in Finance from University of Massachusetts and Computer Engineering Degree from Iowa State University.
Options
6309B
Instructors:
- Tarun Bhatia
| Date | Time | Location |
|---|---|---|
| Thu, Jul 16th 2026 | 6:00 - 7:30 PM | Fridley Community Center |
Map / Location