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

Westmoor Center, Building 3
Part One: July 28th, 6:00-9:00 PM
Part Two: July 30th, 6:00-9:00 PM

Westmoor Center, Building 3 – Business Center

July 2020
Monday Tuesday Wednesday Thursday Friday Saturday Sunday
June 29, 2020 June 30, 2020 July 1, 2020 July 2, 2020 July 3, 2020 July 4, 2020 July 5, 2020
July 6, 2020 July 7, 2020 July 8, 2020 July 9, 2020 July 10, 2020 July 11, 2020 July 12, 2020
July 13, 2020 July 14, 2020 July 15, 2020 July 16, 2020 July 17, 2020 July 18, 2020 July 19, 2020
July 20, 2020 July 21, 2020 July 22, 2020 July 23, 2020

12:00 pm: Landlord Exit Strategy

12:00 pm: Landlord Exit Strategy
July 24, 2020 July 25, 2020 July 26, 2020
July 27, 2020 July 28, 2020

6:00 pm: Retirement Course

6:00 pm: Retirement Course
July 29, 2020 July 30, 2020

6:00 pm: Retirement Course

6:00 pm: Retirement Course
July 31, 2020 August 1, 2020 August 2, 2020

REQUEST YOUR PERSONAL COMPLIMENTARY FINANCIAL REVIEW