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Comprehensive Retirement Planning Course

Attend at Villanova University or Online

See Curriculum and Schedule Below

You Will Learn How To:

  1. Determine the amount of money needed to retire

  2. Use investments to produce consistent income during retirement

  3. Minimize the impact of potential future tax increases

  4. Implement Roth Conversions in a way that’s tax efficient

  5. Determine appropriate health insurance for each life stage

  6. Plan for unexpected healthcare costs, including long-term care

  7. Get the most from your social security benefits

  8. Position survivors to remain financially secure for life

  9. Reduce or eliminate future estate and inheritance taxes

  10. 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 has been tailored to address the most common concerns of those nearing retirement

Hosted at prominent universities and attended by thousands of Pennsylvania residents 

Personal experiences and questions from others make each session a unique learning experience

Detailed, take-home course workbook serves as a useful guide after the course concludes


Course Schedule

Option 1 - Saturday, March 16th from 9:30am - 12:00pm


Option 2 - Wednesday, March 20th from 6:30pm - 9:00pm

You can choose to attend either in-person at Villanova University or online by Zoom.

A printed workbook will be provided at the start of the course for those attending in-person.

A pdf workbook will be emailed before the course begins for those attending online.

Course Registration Form

Learn more about retirement planning

$19 includes take-home workbook 

Bring a guest at no additional cost

Personal consultation after the course

Instructor Kyle Rolek, CFP®, Retirement Planning Specialist



Registration Received. We'll be in touch soon.

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