{"id":849,"date":"2026-03-11T14:31:00","date_gmt":"2026-03-11T18:31:00","guid":{"rendered":"https:\/\/www.marshall.edu\/microcredentials\/?page_id=849"},"modified":"2026-03-27T10:33:36","modified_gmt":"2026-03-27T14:33:36","slug":"retirement-planning","status":"publish","type":"page","link":"https:\/\/www.marshall.edu\/microcredentials\/retirement-planning\/","title":{"rendered":"Retirement Planning Seminar"},"content":{"rendered":"\t
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\n\t\t\t\t\t\t\t\tPreparing for retirement may be the single most important financial challenge you face today<\/span>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\n\t\t\t\t
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Our Retirement Planning Seminar focuses on how you can prepare for a comfortable retirement. This course introduces you to concepts and strategies\u00a0that may help you handle your day-to-day finances, potentially reduce your taxes and manage your investments. What\u2019s more, it will discuss how you can assess your current financial situation and develop a personalized plan that may\u00a0help you pursue your retirement goals.<\/p>\n\n\n\t\t\t\t\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n\n\n\n\n

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Upcoming Courses <\/h2>\n\n\n\n
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\n In-person Course \n <\/div>\n\n
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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:<\/p>\n

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  • Monday, April 20<\/li>\n
  • Monday, April 27<\/li>\n
  • Monday, May 4<\/li>\n<\/ul>\n

    Seminar cost: $99<\/p>\n\n <\/div>\n <\/div>\n\n

    \n \n \n\n\n\tRegister<\/span><\/span><\/span><\/span>\n<\/a>\n\n <\/div>\n <\/div>\n
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    \n Virtual Course\n <\/div>\n\n
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    The virtual course will take place on Microsoft Teams from 7-9:30 p.m. on the following dates:<\/p>\n

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    • Wednesday, April 22<\/li>\n
    • Wednesday, April 29<\/li>\n
    • Wednesday, May 6<\/li>\n<\/ul>\n

      Seminar cost: $99<\/p>\n\n <\/div>\n <\/div>\n\n

      \n \n \n\n\n\tRegister<\/span><\/span><\/span><\/span>\n<\/a>\n\n <\/div>\n <\/div>\n <\/div>\n\n\n <\/div>\n<\/div>\n\n\n\t
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      About The Course<\/h2>\n\n\t\t\t\n\t\t\t\n\t\t\t
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      Who Should Attend<\/strong><\/p>\n

      Whether you are nearing retirement, already retired or beginning to develop\u00a0a retirement plan, you can benefit from a wealth of real-world information\u00a0and strategies for retirement success. These strategies can help you make the\u00a0appropriate choices when confronted by investment alternatives, insurance\u00a0coverage, increasing health care costs, tax reduction methods and proper disposition of your estate at death. The course material is relevant to anyone\u00a0who would like to educate themselves on sound retirement planning concepts\u00a0\u2013 regardless of income, occupation or age.<\/p>\n

       <\/p>\n

      Teaching Format<\/strong><\/p>\n

      The Retirement Planning Seminar is an entertaining and informative educational course developed by CERTIFIED FINANCIAL PLANNER\u2122 , Certified\u00a0Retirement Counselor\u00ae, and Accredited Asset Management Specialist SM\u00a0professionals with many years of real-world experience. The presenters teach\u00a0the material in a way that is easy to understand, using real-life examples that\u00a0may be applied to your situation. The course is presented in a friendly, relaxed\u00a0atmosphere where your participation and questions are encouraged!<\/p>\n

       <\/p>\n

      Objective Education, Real-World Information<\/strong><\/p>\n

      Unlike many free, one-to two-hour workshops that promote specific\u00a0financial products, Retirement Planning Fundamentals is completely\u00a0educational. The information you receive is objective and factual,\u00a0without any references to specific financial products. This course\u00a0introduces concepts and strategies that may help you make informed\u00a0financial decisions.<\/p>\n

      However, if you want to discuss specific financial\u00a0products and services, you may do so during the optional retirement\u00a0planning consultation at the end of the course.<\/p>\n\n\n\t\t\t\t\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n\n\n

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      Instructors <\/h2>\n\n\n\n
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      Tyler J. Hutchison, CFP\u00ae, CEPA\u00ae<\/div>\n\t\t\t\t\n\t\t\t\t
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      \n\t\t\t\t\t\t\t\t\t\t\t\t\t\"\"\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t
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      Vice President, Financial Advisor – The Hutchison Group<\/div>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t
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      Alexandra Spangler, CFP\u00ae, CDFA\u00ae<\/div>\n\t\t\t\t\n\t\t\t\t
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      \n\t\t\t\t\t\t\t\t\t\t\t\t\t
      Financial Advisor – Private Wealth Management <\/div>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t
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      CJ Jessup, CFP\u00ae, EA<\/div>\n\t\t\t\t\n\t\t\t\t
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      Associate Financial Advisor – Robert W. Baird & Co. Incorporated<\/div>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n\n <\/div>\n\n\t<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":198,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-849","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.marshall.edu\/microcredentials\/wp-json\/wp\/v2\/pages\/849","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.marshall.edu\/microcredentials\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.marshall.edu\/microcredentials\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.marshall.edu\/microcredentials\/wp-json\/wp\/v2\/users\/198"}],"replies":[{"embeddable":true,"href":"https:\/\/www.marshall.edu\/microcredentials\/wp-json\/wp\/v2\/comments?post=849"}],"version-history":[{"count":11,"href":"https:\/\/www.marshall.edu\/microcredentials\/wp-json\/wp\/v2\/pages\/849\/revisions"}],"predecessor-version":[{"id":889,"href":"https:\/\/www.marshall.edu\/microcredentials\/wp-json\/wp\/v2\/pages\/849\/revisions\/889"}],"wp:attachment":[{"href":"https:\/\/www.marshall.edu\/microcredentials\/wp-json\/wp\/v2\/media?parent=849"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}