BE INFORMED AND FINANCIALLY
KNOWLEDGEABLE

This RETIREMENT PLANNING FUNDAMENTALS course focuses on concepts and strategies to help you plan for your retirement, and take control of your finances, so you can live comfortably. Sample topics include: managing cash flow and taxes, ways to grow wealth in a tax-advantaged way, protecting and preserving your wealth, generating income in retirement, risk management, and proper estate planning techniques.

You will gain confidence in your financial decision-making ability and be better prepared to face the challenges, and enjoy the rewards, of retirement.

FOR ADULTS AGES 50 TO 70

The course material is relevant to anyone who would like to educate themselves on sound retirement planning concepts – regardless of income, occupation, or age.

THIS COURSE CONSISTS OF TWO 2-HOUR SESSIONS