Baby Boomer Retirement Course
For the baby boomers, there’s been a shift in retirement income planning when compared to previous generations. 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.
St. John’s University
D’Angelo Center – Room 401
8000 Utopia Parkway
Queens, NY 11439
This course meets once a week for two consecutive weeks.
Tuesdays, Feb. 20 and 27, 6:30 P.M. – 9:00 P.M.
Saturdays, Feb. 24 and Mar. 3, 10:00 A.M. – 12:30 P.M.
• Tuition $59 (includes all course materials and fees)
**$10 discount if registered on or before 3 days prior to beginning of class**
• Couples may attend for a single tuition cost
• Fill out form
• Select dates on form
• Click on the “Reserve Your Spot” button to register for chosen date
• Follow the PayPal instructions
Upcoming EventsThere are no upcoming events at this time.
About Your Course Presenter
Stephen Caruso, JD, a senior wealth advisor with Belpointe Asset Management, has more than 20 years of experience. Stephen specializes in retirement-distribution strategies and estate planning. He gives unbiased recommendations and strives to help his clients when it comes to covering essentials, maintaining lifestyle, preparing for the unexpected and leaving a legacy.
He has presented all around the country at prestigious venues such as the United Nations and has a book coming out this spring. Stephen’s hope for attendees taking this course is they leave with knowledge they didn’t have beforehand. He holds his Bachelor of Science from Tulane University and his Juris Doctor from Concord Law School and is a member of the California Bar Association.
About Simplify Your Retirement
Simplify Your Retirement is an independent financial education company. The goal of the Simplify Your Retirement course is to take the complexity out of retirement planning and to provide main street investors with the peace of mind about retirement. Our goal is to empower Baby Boomers to prepare for a secure and peaceful retirement.