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| seminars |
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February 8, 2012 |
The "Effective Retirement Planning" seminar is taught in 4 evening sessions (each session lasts 2 hours). The course workbook
provides you with information to become a better financial
consumer and with practical exercises to evaluate your financial
objectives. The course is an important foundation for people of
all ages and income levels. It will allow you to make successful
decisions about your family's financial future.
The total cost for the seminar is $25 per person.
Major course topics include:
- your vision of retirement
- objectives: what, when, & where
- the cost of retirement
- understanding many retirement plans
- managing your investments
- benefit needs during retirement
- understanding life insurance needs
- disability insurance needs
- estate planning: transfers, gifts, & taxes
- optional planning consultation:
a one-hour 1-on-1
consultation that can be scheduled to discuss your
specific financial goals (there is no additional cost or obligation)
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2011 Seminar Schedule
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each class session meets from 6:30-8:30 PM
on the following Wednesday evenings:
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As
seating is limited, we strongly encourage
advance registration for the
seminar.
Click here for instructions
on how to register.
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