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Comprehensive Retirement Planning Course


Classes - Adult / Money Matters -
Adult Classes Winter/Spring 2026

Retire with dignity and build generational wealth. 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 class also covers importance of Estate Planning, Long Term Care Insurance and when Annuities are useful.

Tarun Bhatia

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 MBA with Finance from University of Massachusetts and Computer Engineering degree from Iowa State University.

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RETIRE-WSP-26

  Tarun Bhatia


Central Campus - Wayzata Central Middle School CMS : A413
Tuesday, Jan 13
6:00 - 7:30 PM

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Min Age   18 yr.

$ 19.00
per person