Warrington
Pennsylvania

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Oct. 10th & 12th

McHenry
Illinois

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Oct. 10th & 12th

Washington
D.C.

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Oct. 28th & Nov. 7th

Memphis
Tennessee

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Nov. 7th & 9th

Phoenix
Arizona

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Oct. 10th & 14th

Lee’s Summit
Missouri

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Oct. 17th & 21st

Overland Park
Kansas

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Nov. 1nd & 4th

Spartanburg
South Carolina

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Nov. 7th & 9th

Denver
Colorado

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Oct. 10th & 14th

Twin Falls
Idaho

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Oct. 17th & 21st

Columbus
Ohio

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Nov. 2nd & 4th

La Grande
Oregon

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Nov. 7th & 11th

Charleston
West Virginia

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Oct. 10th & 14th

Orlando
Florida

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Oct. 17th & 21st

Livonia
Michigan

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Nov. 7th & 8th

Panama City
Florida

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Jan. 13th & 16th

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