Retirement Planning Seminar
Our Retirement Planning Seminar focuses on how you can prepare for a comfortable retirement. This course introduces you to concepts and strategies that may help you handle your day-to-day finances, potentially reduce your taxes and manage your investments. What’s more, it will discuss how you can assess your current financial situation and develop a personalized plan that may help you pursue your retirement goals.
Upcoming Courses
The in-person course will take place at the Brad D. Smith Center of Business and Innovation in Room 113 from 6-8:30 p.m. on the following dates:
- Monday, April 20
- Monday, April 27
- Monday, May 4
Seminar cost: $99
The virtual course will take place on Microsoft Teams from 7-9:30 p.m. on the following dates:
- Tuesday, April 21
- Tuesday, April 28
- Tuesday, May 5
Seminar cost: $99
About The Course
Who Should Attend
Whether you are nearing retirement, already retired or beginning to develop a retirement plan, you can benefit from a wealth of real-world information and strategies for retirement success. These strategies can help you make the appropriate choices when confronted by investment alternatives, insurance coverage, increasing health care costs, tax reduction methods and proper disposition of your estate at death. The course material is relevant to anyone who would like to educate themselves on sound retirement planning concepts – regardless of income, occupation or age.
Teaching Format
The Retirement Planning Seminar is an entertaining and informative educational course developed by CERTIFIED FINANCIAL PLANNER™ , Certified Retirement Counselor®, and Accredited Asset Management Specialist SM professionals with many years of real-world experience. The presenters teach the material in a way that is easy to understand, using real-life examples that may be applied to your situation. The course is presented in a friendly, relaxed atmosphere where your participation and questions are encouraged!
Objective Education, Real-World Information
Unlike many free, one-to two-hour workshops that promote specific financial products, Retirement Planning Fundamentals is completely educational. The information you receive is objective and factual, without any references to specific financial products. This course introduces concepts and strategies that may help you make informed financial decisions.
However, if you want to discuss specific financial products and services, you may do so during the optional retirement planning consultation at the end of the course.
Instructors
