RETIREMENT PLANNING TODAY
A REAL Retirement Course taught by a REAL PROFESSIONAL
ISU | POND Student Union
1080 S. 5th Ave, Pocatello, ID
Thursday- May 15 & Thursday- May 22, 2025
6:30 p.m. – 8:30 p.m.
Attendees will receive an accompanying textbook to follow along & use for future reference, and light dinner for both nights.
REGISTER BEFORE APRIL 17TH FOR $49 TUITION
Let’s have some real talk:
- Social Security projects funds being depleted in 2037*
- Inflation has hit us hard, how to hedge your retirement
- A new Administration and changes – what you should do now
- Income related Medicare adjustments are on the rise
- Taxes will likely be higher in the future – it’s time to plan
- Knowing when and where to pull retirement income from matters
- Markets are volatile – ensure your income isn’t
*Official IRS Publication here
Night 1 - May 15, 2025
SECTION 1 – PERSONALIZE & DEFINE YOUR RETIREMENT PLAN
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- Define the steps needed for your retirement dreams & goals
SECTION 2 – BUILD YOUR RETIREMENT ROADMAP
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- Tax reduction strategies & structuring secure income
SECTION 3 – CUSTOMIZE A SUSTAINABLE INCOME
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- Stocks, bonds, mutual funds & risk management
Night 2 - May 22, 2025
SECTION 4 – RETIREMENT PLAN DISTRIBUTIONS
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- What you need to know to avoid costly mistakes
SECTION 5 – BUILD YOUR RETIREMENT PLAN
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- Maximize efficiencies & build sophisticated portfolios
SECTION 6 – STRESS TESTING YOUR PLAN
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- Plan ahead for turbulent times
SECTION 7 – ESTATE PLANNING
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- Wills vs trusts & how to create multi-generational wealth
Tuition for Both Nights
$89 for Two People
Meet Your Experienced Course Instructor
JORDAN ANDERSON
COO, Senior Advisor
Jordan is passionate about financial education and has been teaching this retirement course and other classes specific to Social Security and Estate Planning for 10 years.
As the Chief Operations Officer of Journey Financial Services, INC, Jordan assists the various departments in the business, by establishing practices for efficiency and growth. As a licensed Fiduciary Advisor with a degree in business management, Jordan enjoys building on his new & existing client relationships.
His pastime of choice is spending time with his beautiful wife and four children, enjoying community events, and establishing family traditions.
What to Expect:
- No products, or sales pitch
- Safe and comfortable learning environment
- View retirement from a holistic perspective
- Easy to follow workbook, yours to keep
- Interactive presentation, led by instructor
- Simplified explanations of financial terms
- Allotted time for student questions
Education for Adults
WHY IS FINANCIAL EDUCATION IMPORTANT?
Due to the current political and economic climate, many people worry about the future. We’ve recently experienced major tax law changes, international conflicts that threaten our stock market, and an uncertain future for social security. Compound those headwinds with a massive increase with inflationary rates, the need for sound financial strategies has never been greater. This course explains financial foundations, principles, and strategies that will empower you to make informed financial decisions. Whether your objective is to protect your wealth from volatility and taxes, grow your wealth to sustain your lifestyle, or ensure your wealth goes to your loved ones (not the IRS), this course helps you plan your future with confidence.
You will learn about various retirement investment vehicles as well as the advantages and disadvantages of each. You will discover how to save money on taxes, manage investment risks and protect your assets from potential long-term healthcare expenses. This course shows you how to assess your financial situation and develop a personalized plan to achieve your retirement goals.
WHAT IS THE DIFFERENCE BETWEEN INFORMATION AND EDUCATION?
There is no shortage of voices shouting (through radio, internet, and television) all of today’s trendy financial fixes or short-cut approaches at you. The reality is that most of these ads are “marketing hooks” and it is difficult to use their information to make truly informed decisions or create a plan for your retirement. This course will teach you how to differentiate between the voices trying to help you and the ones trying to help themselves. It will deliver comprehensive, objective knowledge you can easily apply. When it comes to important subjects like retirement planning, it makes sense to get competent advice from a credible source.
WHO SHOULD ATTEND?
This course is designed for people who are nearing retirement, or who have just retired. It is designed for those who have worked hard to build a nestegg and who care about efficiencies, taxes, and creating and maintaining a comfortable lifestyle in retirement. It’s for individuals who have spent a lifetime saving for retirement and want to know “what now?”, “Have I saved enough?”, or “How do I transition from working for my money to having my money work for me?”
