Retirement Planning Today

Course Catalog

Retirement Planning Today

Learn how to: manage investment risks, use new tax laws to your advantage, make informed decisions about your company retirement plan, and adjust your estate plan to function properly under the new laws.

However, money is only one aspect of retirement planning. This course blends financial education with life planning to help you build wealth, align your money with your values, and achieve your retirement lifestyle goals.

Determine the amount of money you need to retire
Create your own goals for a “successful retirement”
Eliminate debt and improve cash flow
Properly convert your IRA to a Roth IRA
Select the retirement plan distribution choice that is right for you
Plan your retirement income to preserve a comfortable standard of living
Transfer the risk of potential financial losses before or during retirement
Reduce or eliminate taxes, expenses, delays and legal challenges with estate planning

Registration is for 2 people each receiving a 225 225-page illustrated textbook. Class sizes are limited so register today.

Who Should Attend? This class is designed for the pre-retirement and early retirement market, generally individuals between the ages of 50 and 70.

Optional Consultation If you have financial questions that are personal in nature or relate to specific financial products, you may arrange to meet privately with your instructor after the course is complete.

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