Pizza Pie Cafe, Idaho Falls
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.
In today’s uncertain political and economic climate—marked by tax law changes, inflation, global conflicts, and questions around Social Security—understanding your finances is more important than ever. This course teaches foundational principles and strategies to help you make informed decisions, protect and grow your wealth, and plan confidently for the future.
You'll explore retirement investment options, learn how to reduce taxes, manage market risk, and safeguard assets from potential long-term care costs. By the end, you’ll know how to assess your finances and create a personalized plan for 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 nest egg 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?”
Expert led instruction
Top tips to take home
Lunch following the presentation
