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Course Instructor Kyle Rolek is an experienced retirement planning specialist. Kyle is from a family of educators: his father, mother, and

brother are Pennsylvania public school teachers. Read more Kyle here: About Kyle Rolek

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We have been conducting our

comprehensive retirement planning course for four years now. Our course has been attended by hundreds of people, primarily Pennsylvanians, either close to retirement or already retired.

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The course is a combination of workbook material, real life retirement planning experiences, and questions from attendees. You will receive two 100+ page course workbooks and are encouraged to take notes throughout the course.

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We encourage participation and questions throughout the course. The more interactive and engaging the course is, the better. High interaction leads to a better learning experience and makes the course more fun too.

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During the Life Planning section, we'll discuss what Life Planning for retirement is, and we'll go through an exercise to help you with life planning for your retirement during 

this section of the course.

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During the Needs and Expenses section, we'll discuss how to estimate your annual expenses during retirement. This includes how to appropriately factor taxes, healthcare costs, and inflation into your retirement planning.

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During the Roadblocks and Mistakes section, we'll discuss common problems that can pop up and completely derail otherwise sound retirement planning.

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During the Retirement Income Sources section, we'll discuss 

Traditional IRAs, Roth IRAs, Roth conversions, appropriate timing for Roth conversions, pensions, and social security benefits.

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During the Retirement Plan Distributions section, we'll discuss setting up income distributions from 401k and IRA accounts, Required Minimum Distributions, and inherited IRAs.

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During the Investment Planning section, we'll discuss how to create a well-organized investment plan to protect your retirement from four risks: inflation, stock market, liquidity, and longevity. 

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During the Risk Management 

section, we'll discuss Medicare, Medicare Supplement Plans, long-term care planning, and how to protect yourself from out of control healthcare costs in retirement.

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During the Estate Planning section, we'll discuss wills, trusts, probate, steps you can take to avoid probate, steps you can take to protect assets from potential future long-term care costs, inheritance tax, and gifting.

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During the optional Personal Consultation, you'll have a chance to meet with the instructor 1-on-1 to ask questions about how what you learn during the course applies to your specific situation.

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Think you would benefit from attending the course? If yes, complete the form to register. You can also call instructor Kyle Rolek directly at 267-427-5667 or email to talk about the course, or to skip the course and talk about meeting 1-on-1 instead.