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Do you feel confident in your retirement path? Retirement Planning Today identifies each step in you personal path towards retirement, addressing both your uncertainties and fears, as well as equipping you to take your path to retirement to the next level.
Each attendee receives a 223-page illustrated retirement workbook, providing a step-by-step process outlining how to practically apply what you’ve learned in class. This workbook is a tool to help follow along with the presentations, and also contains valuable bonus worksheets you can use after the class is over.
Retirement Planning Today is divided into two days, with a total of six hours of retirement training. In this class, you will learn how to:
Retirement Planning Today is our most in-demand event. Since there is usually a waiting list, we try to ensure that those who register for the class attend. In order to do that, we charge $49 to reserve the seats for your household. Once you fill in your information, one of our staff members will contact you to walk you through payment options.
"Perhaps the best overall presentation we have ever attended. You included a lot of critical material in an understandable format. Excellent job!"
"Great info with scenarios. No heavy handed sell. Very knowledgeable."
"The information was great and better than other presentations I've been to. More relative options were covered."
"Great job! Best seminar I have attended on retirement."
"Very professionally done. Brought out tax considerations I wasn't aware of."
"Showed your passion for helping with social security planning."