Retirement Planning Classes

This class has been designed for those who wish to educate themselves about planning for a successful retirement. Retirement planning has taken on a much greater importance as people are retiring earlier, and many view retirement as a new and fulfilling chapter to their life. During this 2 session course, you will learn how to define retirement goals and return from the class with practical information you can apply immediately in your personal lives. This educational course covers the complete planning process including retirement lifestyle planning, retirement income planning, strategies to manage investment risks, tax planning strategies to save money, estate planning strategies, questions to ask before buying insurance coverage, how to invest in and take money out of your company’s retirement plan, how to determine the savings you will need to retire today or in the future, and much more. You may bring a spouse or guest at no additional charge. The course fee is $49 and includes a 200+ page workbook. This class is available both online and in-person. If you are interested in attending, please reserve your space by filling out our reservation form below.