You Will 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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Minimize the impact of potential future tax increases
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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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Plan for unexpected healthcare costs, including long-term care
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Get the most from your social security benefits
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Position survivors to remain financially secure for life
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Reduce or eliminate future estate and inheritance taxes
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Avoid common retirement planning pitfalls and mistakes
See detailed course curriculum below to learn more about the topics covered...
Detailed Course Curriculum
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About the Course
Content has been tailored to address the most common concerns of those nearing retirement
Hosted at prominent universities and attended by thousands of Pennsylvania residents
Personal experiences and questions from others make each session a unique learning experience
Detailed, take-home course workbook serves as a useful guide after the course concludes
Course Schedule
Option 1 - Saturday, January 27th from 9:30am - 12:00pm
Option 2 - Tuesday, January 30th from 6:30pm - 9:00pm
You can choose to attend either in-person at Villanova University or online by Zoom.
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A printed workbook will be provided at the start of the course for those attending in-person.
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A pdf workbook will be emailed before the course begins for those attending online.
Course Registration Form
Learn more about retirement planning
$19 includes take-home workbook
Bring a guest at no additional cost
Free consultation after the course
Instructor Kyle Rolek, CFP®, Retirement Planning Specialist
(267)427-5667
