Retirement Planning Today

Why Financial Education Is Important

Due to recent tax law changes, an uncertain future for Social Security, and the shift toward employee-directed retirement plans, the need for sound financial strategies has never been greater. In straightforward language, this financial seminar explains time-tested strategies that help you to make informed financial decisions. Whether your objective is to build a nest egg, protect your assets, or preserve your lifestyle throughout retirement, this course helps you plan your future with confidence.

By attending Retirement Planning Today®, you can learn about the many ways to save for retirement as well as the advantages and disadvantages of each. You discover how to save money on taxes, manage investment risks, and protect your assets from potential long-term health care expenses.

Who Should Attend

Retirement Planning Today® contains something for everyone. We address financial issues that pertain to the self-employed as well as employees of corporations and government agencies.

The event is designed to teach you how to build wealth and align your money with your values to accomplish your goals in life. Whether you plan to retire 20 years from now or have just recently retired, the information you learn in this class can be helpful throughout your lifetime.

Above all, this seminar shows you how to assess your financial situation and develop a personalized financial plan to help you achieve your retirement goals.

Topics We'll Cover

Life Planning

Life Planning

Learn how to fill your days with activities you enjoy and that give meaning to your retirement years. What do you like to do? Do you need help meeting new people? Do you need to make money? Are you interested in volunteering?

The non-financial aspects of planning our retirement years are often overlooked. Rejuvenate your retirement with quick individual exercises that introduce activities such as hobbies, sports, crafts, social networking, travel, employment, business ventures, lifelong learning, and volunteering. This in-depth section provides insight, entertainment, and inspiration and is a favorite of many attendees.

Financial Concerns
Investments
Income
Healthcare
Estate

Topics We'll Cover

Course Schedule & Information

Sorry, there are no upcoming events.

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