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.

Upcoming Class Schedule

No New Events At This Time

January 2021
Monday Tuesday Wednesday Thursday Friday Saturday Sunday
December 28, 2020 December 29, 2020 December 30, 2020 December 31, 2020 January 1, 2021 January 2, 2021 January 3, 2021
January 4, 2021 January 5, 2021 January 6, 2021 January 7, 2021 January 8, 2021 January 9, 2021 January 10, 2021
January 11, 2021 January 12, 2021 January 13, 2021 January 14, 2021 January 15, 2021 January 16, 2021 January 17, 2021
January 18, 2021 January 19, 2021

11:00 am: Webinar: Guaranteed Income & Annuities

January 20, 2021 January 21, 2021

6:00 pm: Webinar: Guaranteed Income & Annuities

January 22, 2021 January 23, 2021 January 24, 2021
January 25, 2021 January 26, 2021 January 27, 2021 January 28, 2021 January 29, 2021 January 30, 2021 January 31, 2021

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