Classes

You’ll Learn How to:

  • Define retirement and what’s important to you
  • Create a steady and reliable income stream for retirement
  • Understand your distribution options
  • Avoid 4 potentially costlySocial Security Mistakes

Top 4 Reasons Why You’ll Want to Attend:

  1. We Won’t Overwhelm you with needless information. We’ll get to the nitty-gritty of retirement planning—the essentials that help you create a lifetime strategy that leads to a more structured financial future. You won’t be overwhelmed with information… instead you’ll leave with clarify and insight.
  2. We speak plain English—not financial jargon. During this course, we’ll cover the basics of retirement planning in simple language you don’t have to be a financial genius to understand. And we will provide a whole new level of understanding no matter where you are in your retirement journey.
  3. You’ll receive current information. A new change in tax law or wrinkle in Social Security has the potential to set you off course. Don’t worry. We’ll do your homework for you and bring you the latest most reliable facts… continually updating to meet the needs of today’s changing world of retirement.
  4. Our approach is personalized. your goals are YOUR goals. To help achieve them, the course will provide you with a step-by-step method that will allow you to build strategy tailored to your specific needs.

Register Now and learn how to:

  • Get the latest facts and figures based on the latest tax laws
  • Manage portfolio risk while potentially enhancing returns
  • Turn “early retirement” into a reality

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Upcoming Classes

For more details, see Program Description link on each class.