On-Site Retirement Planning Courses

In addition to teaching courses at colleges and universities, I also provide on-site retirement planning courses for companies and organizations. 

Contact me at [email protected] or 267-427-5667 to discuss scheduling a course for your employees, co-workers, or organization members.

Here is a list of topics covered during the course:

Section 1 - Lifestyle Planning:

  • How will you spend your time during retirement?
  • How will you avoid boredom and a sense of loss?

Section 2 - Expense Planning:

  • How much will you spend per year during retirement?
  • How will inflation impact your expenses over time?

Section 3 - Income Planning:

  • How can you make the most of your social security benefits?
  • Which pension option should you select?
  • Will you have an income surplus or shortfall in retirement?
  • How can you use investment accounts to generate income without touching principal?

Section 4 - Investment Planning:

  • Do you have a collection of investments or do you have an investment plan?
  • How can you control market risk during retirement?
  • How can you control inflation risk during retirement?
  • How will you use your investment portfolio to generate income?
  • How can you prevent emotions from corroding your investment plan?

Section 5 - Tax Planning:

  • How will you be taxed when you take withdrawals from retirement accounts?
  • How will you be taxed on social security and pension income?
  • How can you build tax-free assets into your retirement plan?
  • Which types of investments should you hold within Roth accounts?

Section 6 - Healthcare Planning:

  • How much should you plan to spend on healthcare costs in retirement?
  • What does Original Medicare cover?
  • How can you fill the gaps in Original Medicare coverage?
  • How can you plan for long-term care expenses?

Section 7 - Estate Planning:

  • Who will make decisions on your behalf if you become incapacitated?
  • What are the downsides of the probate process?
  • Which of your assets would pass through probate as of today?
  • How can you strengthen your estate plan?
  • How can you leave a legacy that makes a positive impact in the lives of others?