Our Service

Financial Workshops

Retirement Planning Today

An Adult Education Retirement Planning Course

One of the most important roles for continuing education programs is providing quality courses for adults who are trying to improve their lives.

Retirement Planning Today® combines life planning & retirement planning concepts. By offering this well-attended course on a subject that is not covered in our traditional educational system, you are truly helping members of our community.

This comprehensive retirement planning course will teach attendees how to:

  • Create a plan to retire early
  • Use new tax laws to their advantage
  • Ask the right questions when evaluating insurance coverage
  • Select the retirement plan distribution choice that is right for them
  • Use 5 investment strategies to minimize risks and maximize returns
  • Plan retirement income strategies to preserve their standard of living

What Attendees Receive

  • An easy-to-understand education on life planning and retirement planning strategies
  • A 223-page textbook with examples and illustrations, which is theirs to keep
  • After the course, they are entitled to an optional consultation with the instructor. This is their opportunity to ask specific, personal financial questions

Course Outline

  1. Life Planning for Retirement
  2. Retirement Needs and Expenses
  3. Retirement Roadblocks and Mistakes
  4. Retirement Income Sources
  5. Retirement Plan Distributions
  6. Investments
  7. Risk Management & Asset Protection
  8. Estate Planning
What We Do

Our Services