Jackson
Mississippi

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Feb. 5 & 17

San Diego
California

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Mar. 3 & 6

Spartanburg
South Carolina

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Courses begin
Mar. 20 & 22

Lakewood
Colorado

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Apr. 3 & 7

Elkhorn
Nebraska

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Feb. 20 & 24

Denver
Colorado

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Mar. 6 & 10

Providence
Rhode Island

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Mar. 20 & 24

Vincennes
Indiana

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Apr. 7 & 10

Long Beach
Mississippi

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Feb. 20 & 24

Omaha
Nebraska

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Mar. 13 & 17

Tacoma
Washington

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Mar. 27 & 31

Waukesha
Wisconsin

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Apr. 10 & 14

Queens
New York

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Feb. 20 & 24

Atlanta
Georgia

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Courses begin
Mar. 13 & 17

Liberty
Missouri

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Apr. 3 & 7

Baby Boomer Retirement Course

The Rules Have Changed

For the baby boomers, there’s been a shift in retirement income planning when compared to previous generation. This course is a comprehensive personal finance course for those in the early stages of retirement or those about to retire. It addresses difficult retirement decisions such as income planning, Social Security maximization and the risks to avoid. You’ll learn how to incorporate health care, inflation and their considerations into your overall plan. Upon completion, you’ll be better prepared to take the necessary steps to create your own retirement strategy.

Who Should Attend?

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  • People between the ages of 50 and 70
  • Those concerned with their finances and wanting to prepare for market volatility
  • Investors looking for guidance based on recent Social Security changes

Why Now?

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  • There’s no better time to secure peace of mind for retirement planning
  • Global market volatility necessitates action
  • The basic financial rules of thumb have changed

What You'll Learn

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  • Options on when to take Social Security
  • How to define your core priorities
  • How to develop reliable retirement income
  • Reasons retirees run out of money

Your Tuition Includes

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  • Two course sessions
  • In-class course workbook to follow
  • A retirement income planning publication
  • A maximizing your Social Security guide
  • A customized Retirement Income Plan

Our Instructors