You'll Learn How To:
-
Determine the amount of money needed to retire
-
Use investments to produce consistent income during retirement
-
Set up a tax-efficient retirement income plan
-
Implement Roth Conversions in a way that’s tax efficient
-
Select appropriate health insurance for each life stage
-
Address unexpected healthcare costs, including long-term care
-
Get the most from your social security benefits
-
Protect and grow your legacy's impact on future generations
-
Reduce or eliminate future estate and inheritance taxes
-
Avoid common retirement planning pitfalls and mistakes
Detailed 160+ page course workbook provided
Course Curriculum
Life Planning: Design your ideal retirement lifestyle
Expense Planning: Build year-by-year expense projections
Income Planning: Create an organized retirement income plan
Investment Planning: Organize investments to create lasting income
Tax Planning: Maximize retirement tax advantages, especially in PA
Healthcare Planning: Navigate health insurance and long-term care
Estate Planning: Protect your legacy for future generations
About the Course
Content tailored to address the most common concerns of those nearing retirement
Personalized Q&A makes each class a unique learning experience
Conducted both on campus and online to provide
flexible attendance options
Take-home course workbook serves as a useful guide after the course concludes
Course Schedule
Option 1 - Thursday, Feb 12th from 6:00pm - 8:30pm
Option 2 - Tuesday, Feb 17th from 6:00pm - 8:30pm
Take-home course workbook pdf will be emailed before the start of the course.
The 160+ page workbook walks through the comprehensive retirement planning process in detail and includes Pennsylvania-specific tips and resources.​
Course Registration Form
Learn more about retirement planning
Live Q&A with experienced CFP® instructor
160+ page course workbook included
$19 attendance fee includes workbook
Instructor Kyle Rolek, CFP®, Retirement Planning Specialist
(267)427-5667
