Retirement Planning Class

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 shift toward employee-directed retirement plans, 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 insure your wealth goes to your loved ones and 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 at you through your radio, internet, and television all of today’s trendy financial fixes or short-cut approaches. The reality is that most of these ads are “marketing hooks” and it is difficult to use their information to make informed decisions and 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?”