Retirement Planning Made Simple

Retire with dignity and build generational wealth by learning how to optimize distributions from Social Security, Pensions, work retirement plans, and Traditional IRAs. Learn about the benefits of a Roth IRA and how it 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

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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.