Classes

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:

• Determine the amount of money you need to retire
• Use new tax laws to your advantage
• Leverage 5 investment strategies to minimize risk and maximize returns
• Create goals for what a successful retirement looks like for you
• Eliminate debt and improve cash flow
• Plan your retirement income that supports your goals

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.