Retirement Planning Fundamentals

Prioritizing retirement planning is essential at any age, but if you’re over the age of 55, it’s a non-negotiable. Are you setting yourself up well for the retirement you’ve imagined? We can help you answer that question with conviction.

We invite you to join us for a new session of Retirement Planning Fundamentals, a three-week online or in-person course, taught by industry experts, that focuses on how to prepare for a comfortable retirement. We will introduce you to concepts and strategies to help you:

- Handle your day-to-day finances

- Reduce your taxes

- Manage your investments

After the last class session, you will have the opportunity to meet privately with one of your instructors. During this meeting, you can ask specific questions regarding your financial goals. Together, you and your presenter can develop strategies designed to help you pursue your retirement objectives.

Upcoming Classes

What To Expect

Retirement Planning Fundamentals was designed using a “hear it, see it, read it, write it” teaching method, making it easy for you to understand and retain the information covered. This enlightening and entertaining class will walk you through real-life examples that apply to your situation.

When you register for this course, you will receive a 225-page, color-illustrated workbook that is designed to help you apply and retain the information discussed. The workbook contains:

- Many exercises and examples, including investment performance graphs, tax charts, and interest calculators that may help you understand the financial concepts being presented.

- Information on money, investing, and finance. You will be able to use the workbook as a reference tool for years to come.

Unlike many free, shorter workshops that promote specific financial products, Retirement Planning Fundamentals is completely educational. The information you receive is objective and factual, without any references to specific financial products. This course introduces concepts and strategies that may help you make informed financial decisions. However, if you want to discuss specific financial products and services, you may do so during the optional retirement planning consultation.

Is This Course For You?

Retirement Planning Fundamentals might be for you if you are..

- Nearing Retirement

- Already Retired

- Developing a retirement plan

- Interested in learning about concepts and strategies for retirement success