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
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 - Wednesday, Oct 15th from 6:30pm - 9:00pm
Option 2 - Saturday, Oct 18th from 9:30am - 12:00pm
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 (although most of the workbook applies regardless of the state you'll retire in)
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Course Registration Form
Learn more about retirement planning
Live Q&A with experienced CFP® instructor
160+ page course workbook provided
Adult education course. No cost to attend.
Instructor Kyle Rolek, CFP®, Retirement Planning Specialist
(267)427-5667
