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Course Catalog > Money Matters

The Retirement Continuum  

(The Retirement Continuum)

Most people want to retire ONCE, so it makes sense to get it right the first time! This fun, comprehensive course addresses the ongoing process that includes proper preparation for living in retirement successfully. The instructors address both the financial issues affecting retirement and the life planning challenges you will face when retiring that will ultimately determine your quality of life.

Modules include: health insurance decisions, tax savings strategies, maximizing your Social Security, pension decisions, projecting retirement income and expenses, effective income planning and managing your nest egg in retirement.

Note: A detailed workbook, a thumb drive filled with guides, calculators and articles, an optional personal consultation and attendance for a spouse or guest are included with enrollment. Call (904) 620-4200 or email with the name of your spouse/guest.

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What students are saying: 

Both parts of the course were on target for my needs. Easy to follow and more importantly, easy to refer back to after class. I really enjoyed this class

- K. Pardee, about The Retirement Continuum


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12000 Alumni Drive | Jacksonville, FL 32224 | Phone: (904) 620-4200