Retirement Courses

Recent academic research indicates that a fundamental shift in Retirement planning for the Baby Boomer Generation could be necessary. This course is a comprehensive personal finance course for those in the early stages of retirement or those about to retire. It addresses difficult retirement decisions such as Income Planning, Social Security Maximization, and the pitfalls to avoid. You will receive financial tools to help you better understand risk, taxes, budgeting, and estate planning.

Tuition – $47.00
• Couples may attend for a single tuition cost
• Tuition includes all course materials

What You Will Learn:

  • 81 ways to take Social Security & what could work for YOU.
  • Which Medicare options are available to you.
  • How to develop an income plan.
  • How to possibly eliminate the fear of running out of money.
  • Why sequence of return risk is the biggest risk for your retirement.
  • Why retirees pay too much taxes and how you could avoid overpaying.
  • Questions to ask a potential advisor.
  • Optimal asset allocation in retirement.

Who Should Attend?:

  • Individuals and couples between the ages of 50 and 70.
  • Those concerned about our financial markets & wanting to prepare for the next recession.
  • Investors looking for new perspectives or ideas.
  • Baby Boomers looking for guidance based on recent academic research.
April 2021
Monday Tuesday Wednesday Thursday Friday Saturday Sunday
March 29, 2021 March 30, 2021

6:00 pm: Baby Boomer Retirement Course

March 31, 2021 April 1, 2021

6:00 pm: Baby Boomer Retirement Course

April 2, 2021 April 3, 2021 April 4, 2021
April 5, 2021 April 6, 2021

11:00 am: Virtual Webinar Event: Potential Tax Traps Ahead!

April 7, 2021 April 8, 2021

6:00 pm: Virtual Webinar Event: Potential Tax Traps Ahead!

April 9, 2021 April 10, 2021 April 11, 2021
April 12, 2021 April 13, 2021 April 14, 2021 April 15, 2021 April 16, 2021 April 17, 2021 April 18, 2021
April 19, 2021 April 20, 2021 April 21, 2021 April 22, 2021 April 23, 2021 April 24, 2021 April 25, 2021
April 26, 2021 April 27, 2021 April 28, 2021 April 29, 2021 April 30, 2021 May 1, 2021 May 2, 2021

REQUEST YOUR PERSONAL COMPLIMENTARY FINANCIAL REVIEW