You'll 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
Detailed 160+ page course workbook provided
Course Curriculum
Life Planning: Design your ideal retirement lifestyle
Expense Planning: Building year-by-year expense projections
Income Planning: Create an organized retirement income plan
Investment Planning: Investment strategies for retirement income
Tax Planning: Maximize Pennsylvania's retirement tax advantages
Healthcare Planning: Navigate health insurance and long-term care
Estate Planning: Protect family and minimize PA inheritance tax
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 - Wednesday, Oct 1st from 6:30pm - 9:00pm
Option 2 - Saturday, Oct 4th from 9:30am - 12:00pm
The take-home course workbook pdf will be emailed before the start of the course.
The 160+ page workbook explains the comprehensive retirement planning process in detail with an emphasis on aspects that make retirement planning in Pennsylvania unique compared to other states (although most of the workbook applies regardless of the state you'll retire in)
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Course Registration Form
Learn to design a comprehensive plan
Live Q&A with experienced CFP® instructor
160+ page course workbook provided
No cost to attend this fall
Instructor Kyle Rolek, CFP®, Retirement Planning Specialist
(267)427-5667
