You Will Learn How To:
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Determine the amount of money needed to retire
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Use investments to produce consistent income during retirement
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Setup a tax-efficient retirement income plan
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Implement Roth Conversions in a way that’s tax efficient
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Determine appropriate health insurance for each life stage
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Address unexpected healthcare costs, including long-term care
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Get the most from your social security benefits
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Plan for survivors and beneficiaries to remain financially secure
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Reduce or eliminate future estate and inheritance taxes
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Avoid common retirement planning pitfalls and mistakes
See detailed course curriculum below to learn more about the topics covered...
Detailed Course Curriculum
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About the Course
Content tailored to address the most common concerns of those nearing retirement
Personal experiences and questions from others make each session a unique learning experience
Conducted online to provide a comfortable and
flexible learning experience
Take-home course workbook serves as a useful guide after the course concludes
Course Schedule
Option 1 - Tuesday, May 6th from 6:30pm - 9:00pm
Option 2 - Thursday, May 8th from 6:30pm - 9:00pm
A course workbook pdf will be emailed before the start of the course.
Among other things, the workbook includes interactive self-assessments to help you identify strengths and areas for improvement with your current retirement planning.
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Course Registration Form
Learn a well-organized approach to planning
Live Q&A with experienced CFP® instructor
Take-home course workbook provided
No cost to attend this May
Instructor Kyle Rolek, CFP®, Retirement Planning Specialist
(267)427-5667
