Comprehensive Retirement Planning

Retire with dignity and confidence while building generational wealth. In this informative class, you’ll learn how to optimize distributions from Social Security, pensions, employer-sponsored retirement plans, and Traditional IRAs.

Discover the benefits of Roth IRAs and how they can help reduce your tax burden. This course also explores the importance of estate planning, long-term care insurance, and when annuities may be a valuable part of your financial strategy.

Tarun Bhatia

Instructor

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Tarun Bhatia, CRPC™, is a trusted Financial Advisor specializing in personalized wealth strategies for families, entrepreneurs, corporate executives, and small business owners. He helps clients navigate key financial decisions, including retirement planning, investment management, wealth preservation, and workplace retirement plan solutions such as 401(k) and other employer-sponsored retirement programs for small businesses. Tarun 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. His dedication to both client success and community impact reflects his belief that strong financial foundations help individuals, businesses, and communities thrive.