Why Financial Education Is Important
Due to recent tax law changes, an uncertain future for Social Security and the shift toward employee directed retirement plans, the need for sound financial strategies has never been greater. In straightforward language, this class explains time tested strategies that help you to make informed financial decisions. Whether your objective is to build a nest egg, protect your assets or preserve your lifestyle throughout retirement, this course helps you plan your future with confidence. By attending Retirement Planning Today®, you learn about the many ways to save for retirement as well as the advantages and disadvantages of each. You discover how to save money on taxes, manage investment risks and help protect your assets from potential long-term health care expenses. Above all, this course shows you how to assess your financial situation and develop a personalized plan to pursue your retirement goals.
Learn How To:
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Determine the amount of money you need to retire
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Create your own goals for a "successful retirement"
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Eliminate debt and improve cash flow
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Properly convert your IRA to a Roth IRA
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Select the retirement plan distribution choice that is right for you
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Plan your retirement income to preserve a comfortable standard of living
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Transfer the risk of potential financial losses before or during retirement
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Reduce or eliminate taxes, expenses, delays and legal challenges with estate planning
Who should attend?
Retirement Planning Today® contains something for everyone. We address financial issues that pertain to the self-employed as well as employees of corporations and government agencies. The course is designed to teach you how to build wealth and align your money with your values to work towards your goals in life. Whether you plan to retire 20 years from now or have just recently retired, the information you learn in this class can deliver rewards throughout your lifetime.
Two Session Dates For Your Convenience
$49 registration fee is the only cost for the course! This includes you + a spouse, partner, or guest.
​You will also receive a take-home course textbook and an optional one-on-one consultation.
