Courses

REJUVENATE YOUR RETIREMENT

2 DAY EDUCATIONAL COURSE - $39

This informative and fast-paced course will cover 6 topics including: Life planning in Retirement, Investments, Retirement Income Sources, Health Care Planning, and Estate Planning.

Attendees will receive a take-home workbook and real-life examples of how to rejuvenate your retirement both financially as well as physically.

LIFE PLANNING IN RETIREMENT

Learn how to fill your days with activities you enjoy and give meaning to your retirement years.

MAXIMIZE YOUR BENEFITS

Learn strategies for protecting and growing your retirement nest egg in today's volatile economy.

PROTECT. GROW. ENJOY.

Discover techniques for reducing your tax liability and ways to increase Social Security benefits.

DEVELOP A WRITTEN PLAN

As part of this course you'll learn how to make a written retirement income plan that fits your lifestyle and budget.

This 2 day workshop will cover 6 topics that are essential to a successful retirement.

Section 1 - LIFE PLANNING IN RETIREMENT

Learn how to fill your days with activities you enjoy and that give meaning to your retirement years. What do you like to do? Do you need help meeting new people? Do you need to make money? Are you interested in volunteering?

The non-financial aspects of planning our retirement years are often overlooked. Rejuvenate your retirement with quick, individual exercises that introduce activities such as hobbies, sports, crafts, social networking, travel, employment, business ventures, lifelong learning and volunteering. This in-depth section provides insight, entertainment and inspiration, and is a favorite of many attendees.


Section 2 - FINANCIAL CONCERNS

Work until age 65, get a gold watch and a comfortable pension for life, right? For most people, life doesn't follow this traditional path. As a result of financially challenged government programs and pensions plans, unpredictable financial markets and increasing life expectancies, more responsibility is being shifted to individual retirees. And this trend may continue.

One by one, we address the primary financial concerns of retirees. The highlight of this section is time-tested strategies for planning your retirement income.


Section 3 - INVESTMENTS

Due to market colatility over the last decade, this section focuses on ways to manage investment risk and the six most important considerations to understand before you invest. This course helps you evaluate your risk tolerance and how you feel about money. We discuss the importance of aligning your investment behavior with your attitudes, risk tolerance and goals. Since taxes may be your largest investment expense, special emphasis is placed on maximizing the tax-efficiency of your investment returns.

Rejuvenate Your Retirement

RETIREMENT PLANNING TODAY

2 DAY EDUCATIONAL COURSE - $49

This course is intended for individuals and couples who are retiring or plan to retire in the next few years.

All of the course content will be provided to attendees through a take-home workbook. Topics that will be covered include: Life Planning for Retirement, Retirement Needs and Expenses, Retirement Roadblocks and Mistakes, Retirement Income Sources, Retirement Plan Distributions, Investments, Risk Management and Asset Protection, and Estate Planning.

RETIREMENT NEEDS & EXPENSES

This section contains exercizes to help you determine how much money you will need to retire in the future.

ROADBLOCKS & MISTAKES

We'll identify the 10 biggest retirement planning mistakes and how to avoid them.

RETIREMENT PLAN DISTRIBUTIONS

You will learn strategies to minimize taxes on your retirement income and avoid tax penalties of up to 50%.

ESTATE PLANNING

Learn strategies and techniques to minimize or eliminate income, gift and estate taxes, expenses, delays, legal challenges and a shortage of liquid assets following a family death.

Retirement Planning Today