Complimentary Retirement Planning Course
Designed for individuals and couples age 55–72 who want to better understand income planning, taxes, and retirement risk.
Gain clarity around income planning, taxes, Social Security timing, and retirement risk in a structured classroom setting.
Learn proven strategies for income, taxes, Social Security, and risk management.
Attendance is capped at 20 participants to encourage discussion and Q&A.
Registration is required to attend.
No cost. No obligation. Educational format.
Who is this course for
- Individuals within 10 years of retirement who want greater financial clarity
- Retirees seeking a structured approach to managing retirement income
- Those concerned about taxes in retirement
- Investors wanting a structured educational setting
What This Educational Course Covers
- Approaches to generating sustainable income in retirement
- Understanding tax-efficient withdrawal principles
- Social Security timing considerations
- Risk management principles
- Estate planning fundamentals
Frequently Asked Questions
- Is there a cost to attend?
- No. This is a complimentary educational course.
- Is this a sales presentation?
- No. This is a structured educational session designed to provide information and clarity.
- How long is the course?
- Approximately 60–75 minutes including Q&A.
- No. This is a complimentary educational course.
- No. This is a structured educational session designed to provide information and clarity.
- Approximately 60–75 minutes including Q&A.