Retirement Planning Today

Now being conducted at ISU University Place, Idaho Falls | 2 night course

ISU University Place | CHE Building | 1776 Science Center Drive | Idaho Falls | Idaho | November 7 & 14, 2023 | 6:00 p.m. – 9:00 p.m.

Attendees will receive an accompanying textbook to follow along and to use for future reference.

Attend this course and learn how to:

  • What to know so you don’t outlive your retirement assets
  • Strategies to combat inflation in retirement
  • Understand taxes and how they impact your retirement plan
  • Is early retirement a reality in today’s economy
  • How to manage 401(k) distributions and RMD’s
  • Maximize social security benefits
  • Create & implement a retirement budget
  • Differentiate life insurance needs
  • Assess your risk and costs of long-term care

Education for Adults


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.


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.


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?”

Questions about the course? Call us at 208.552.9169

What retirement dreams do you have? Our team at Journey Financial is dedicated to helping you achieve those dreams, whether big or small. Let's navigate your financial journey together.