top of page
Group 1698.png

Comprehensive Retirement Planning Course

​​

  • Attend Online or at Villanova University

  • See Course Curriculum & Schedule Below 

You Will Learn How To:

  1. Determine the amount of money needed to retire

  2. Use investments to produce consistent income during retirement

  3. Minimize the impact of potential future tax increases

  4. Implement Roth Conversions in a way that’s tax efficient

  5. Determine appropriate health insurance for each life stage

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

  7. Get the most from your social security benefits

  8. Position survivors to remain financially secure for life

  9. Reduce or eliminate future estate and inheritance taxes

  10. Avoid common retirement planning pitfalls and mistakes

See detailed course curriculum below to learn more about the topics covered...

20230809_KyleRolek_Jim_McAndrew_Headshots_Phoenixville_2114_TSE_v1_HR_uncropped.jpg

Detailed Course Curriculum

Heading 2

Heading 2

Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et dolore 

About the Course

Conducted in an educational setting to provide

a comfortable learning experience

Content tailored to address the most common concerns of those nearing retirement

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

life-style-senior-asian-woman.png

Course Schedule

Option 1 - Saturday, Feb 1st from 9:30am - 12:00pm

 

Option 2 - Wednesday, Feb 5th from 6:30pm - 9:00pm

You can choose to attend either online by Zoom or in-person at Villanova University.

​

For those attending in-person, a printed workbook will be provided at the start of the course.

​

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

Course Registration Form

Learn more about retirement planning

$19 includes course workbook 

Bring a guest at no additional cost

Personal consultation after the course

Instructor Kyle Rolek, CFP®, Retirement Planning Specialist

(267)427-5667

20230809_KyleRolek_Jim_McAndrew_Headshots_Phoenixville_2092_TSE_v1_HR_uncropped.jpg

Registration Received. We'll be in touch soon.

bottom of page