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Comprehensive Retirement Planning Course

Attend at Villanova University or Online

June 14th or June 20th from 6:30pm - 8:30pm+


You Will Learn How To:

  1. Protect your long-term financial security

  2. Determine the amount of money needed to retire

  3. Minimize the impact of future tax increases on retirement income

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

  5. Use investments to produce consistent cash flow throughout retirement

  6. Get the most from social security, including survivor and spousal benefits

  7. Implement Roth conversions in a way that’s tax efficient

  8. Make sure the surviving spouse and beneficiaries remain financially secure

  9. Reduce or eliminate potential future estate and inheritance taxes

  10. Avoid common retirement planning pitfalls and mistakes

And many other retirement planning tips and techniques...


What You Will Learn

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About the Course

Our comprehensive retirement planning course is designed for those age 50 and above.

Our course has been attended by thousands of people over the years, primarily Pennsylvania residents.

The course is a combination of real life retirement planning experiences, workbook material, and questions from attendees.

You will receive a detailed course workbook including self-assessment exercises. This useful tool can assist with your retirement planning after the course concludes.


Course Schedule

Option #1: Wednesday, June 14th from 6:30pm - 8:30pm+

Option #2: Tuesday, June 20th from 6:30pm - 8:30pm+

Attend in-person at Villanova University or online by Zoom.


For those attending in-person at Villanova University, a written course workbook will be provided at the start of class.


For those attending online by Zoom, a course workbook pdf will be emailed before the course begins.

Course Registration Form

Detailed course workbook included. Bring spouse or guest at no cost. $19 registration.

Attend In-Person at Villanova University or Online by Zoom.



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