RETIREMENT PLANNING 101 – A 2-PART WORKSHOP
WHAT YOU SHOULD KNOW FIRST
Before diving into the financial side of retirement, you should have a clear idea of your lifestyle goals and values. This course will examine your retirement-readiness based on annual income and provide an estimate of how much you can afford to spend during retirement based on your life plan.
There are several ways to fund your retirement; learn the advantages and disadvantages of each. Learn how to avoid the ten biggest retirement planning mistakes to help secure a worry-free retirement. Plan for today and for your future.
WHY IS RETIREMENT EDUCATION IMPORTANT?
If you’re like most Americans, you unknowingly learned your financial and lifestyle habits from your parents, spouse, or friends. You probably obtained the majority of your “financial education” through marketing collateral produced by financial services firms trying to sell you financial products (car loans, mortgages, insurance, mutual funds, or annuities?).
Most of us are not financially prepared.
Due to recent changes in tax laws, revised social security policies, and a shift toward employee-directed retirement plans, the need for financial and retirement education has never been greater.
ABOUT THE COURSE
In simple language, this course 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 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. Above all, this course shows you how to assess your financial situation and develop a personalized plan to achieve your retirement goals.
WHO SHOULD ATTEND THIS COURSE?
Retirement Planning Today is designed for adults looking to retire anytime within the next 15 years. The course address financial issues that pertain to the self-employed as well as employees of corporations and government agencies. The course 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 next year or 15 years from now, the information you learn in this class can deliver rewards throughout your lifetime.
DO I NEED FINANCIAL EDUCATION?
You can find financial news almost anywhere but it is difficult to use this information to make informed decisions and create a plan for your retirement. This course is designed to save you time by delivering comprehensive, objective knowledge you can easily apply to your situation. When it comes to important subjects like retirement planning, it makes sense to learn from a reliable, trusted source.