Are you ready for retirement, but concerned with how long your money will last? Or perhaps you have questions about Roth IRA strategies, Social Security, taxes, and making the most of retirement. Don’t worry—Retirement 101 is here to help! Our two-session course will offer instruction on the following:
Identify the primary threats to your retirement savings.
Plan your retirement income to preserve a comfortable lifestyle.
Afford & enjoy travel, hobbies, sports, socializing, lifelong learning, & more.
Align your investments with your attitudes, risk tolerance, and objectives.
Apply strategies designed to increase Social Security retirement benefits.
Calculate whether you should convert your IRA to a Roth IRA.
Maximize tax efficiency of withdrawals from mutual funds and IRAs.
Evaluate & plan for health care and all kinds of end-of-life decisions.
You'll love all the bonus lessons & topics we'll cover in Retirement 101!
Refresh your retirement plan with our comprehensive course. It’s perfect whether you’re planning years into the future or looking for immediate answers to financial concerns.
The registration fee is between $39-49. Advance registration is required.
Every attendee will receive a 145-page textbook with examples & illustrations.
Complimentary registration for a +1 guest of your choosing is included!
All of our instructors are qualified financial professionals. They have the knowledge & experience needed to help you understand the retirement process.