NEW | Comprehensive Retirement Planning
Retire with confidence by learning how to optimize distributions from Social Security, pensions, work retirement plans and Traditional IRAs. Learn about the benefits of Roth IRA and how they can help reduce your taxes. The class also covers the importance of estate planning, long term care insurance and when annuities are useful.
Tarun Bhatia
Instructor
Tarun Bhatia, CRPC™, is a trusted Financial Advisor specializing in personalized wealth strategies for families, entrepreneurs, and corporate executives. He is committed to helping clients feel understood, informed, and confident in pursuing their financial goals.
Beyond his practice, Tarun is passionate about community outreach and local economic growth, frequently serving as an instructor for educational seminars and in leadership roles with the local Chamber of Commerce and Rogers Lions Club, reflecting his dedication to both client success and community impact.
AL-B349-F1
Instructors:
- Tarun Bhatia
| Date | Time | Location |
|---|---|---|
| Tue, Sep 15th 2026 | 6:00 - 7:30 PM | Educational Service Center/Staff Development Center |