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
Community Education Event hosted at prominent local colleges and universities
Content has been 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
Course Schedule
Option 1 - Wednesday, June 12th from 6:30pm - 9:00pm
Option 2 - Tuesday, June 18th from 6:30pm - 9:00pm
You can choose to attend either online by Zoom or in-person at Villanova University.
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For those attending in-person, a printed workbook will be provided at the start of the course.
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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
