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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Set up a tax-efficient retirement income plan
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Implement Roth Conversions in a way that’s tax efficient
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Select 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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Protect and grow your legacy's impact on future generations
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Reduce or eliminate future estate and inheritance taxes
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Avoid common retirement planning pitfalls and mistakes
Take-home Retirement Planning 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 - Tuesday, April 28th from 6:00pm - 8:00pm
Option 2 - Thursday, April 30th from 6:00pm - 8:00pm
A pdf of the take-home course workbook will be emailed before the start of the course.
The detailed course 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
Detailed course workbook included
$19 attendance fee includes workbook
Instructor Kyle Rolek, CFP®, Retirement Planning Specialist
(267)427-5667
