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RETIREMENT PLANNING TODAY

ABOUT THE CLASS

ABOUT THE CLASS

Prioritizing retirement planning is essential, and it is never to early to start. Retirement planning has several steps, with the end goal of having enough money to quit working and be able do whatever you want! Our aim is to help you achieve that goal.

We invite you to join us for a session of Retirement Planning Today, 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:

  • Reduce your tax burden
  • Prioritize everyday finances
  • Social Security and Medicare strategies
  • Investment management


 After the last class, you will have the unique opportunity to meet one on one with the instructors. During this meeting, you can ask detailed questions regarding your financial goals. Together, we can develop strategies designed to help you pursue your retirement needs and goals.

WHAT TO EXPECT

Retirement Planning Today is designed to make it easy for you to understand all aspects regarding retirement. Our instructors make sure to provide entertaining material and relatable experiences to help you visualize how these can be implemented.

When you register for this course, you will receive two workbooks (for Session 1 and Session 2) that are designed to help you learn and apply the information discussed. The workbooks contain: 

  • Information on investing, finances, insurance, taxes, etc. with charts and graphs for visualization
  • Areas to take notes and use as a reference for the future

Unlike many other workshops that promote specific financial products, Retirement Planning Today is purely educational. The information we provide is objective and factual, without any references to specific financial products. This course introduces concepts and strategies to help you make informed financial decisions across the board. However, if you would like to discuss specific financial products and services, you may do so during the optional consultation.

SHOULD I ATTEND?

SHOULD I ATTEND?

This course may be for you if you are:

  • Close to Retirement
  • Already Retired
  • Interested in learning about strategies for a successful retirement
    Creating a financial plan for your future
  • Or just want to spend time with some fun people and extend your knowledge base!