Baby Boomer Retirement Course

The rules have changed. For baby boomers, there’s been a shift in retirement income planning when compared to previous generations. This comprehensive personal finance course for those in the early stages of retirement—or about to retire—empowers attendees to prepare for a stable retirement income and develop a plan for their unique retirement situation and goals.

Who should attend?

Those who are between the ages of 50 and 70, concerned with your finances, wanting to prepare for market volatility and/or looking for guidance when it comes to Social Security.

What will you learn?

The curriculum focuses on risks to avoid, when it’s best to take Social Security, how to develop reliable retirement income while discussing how to incorporate health care, inflation and tax considerations into an overall plan.

Why now?

With market volatility, what better time than now to ensure confidence in your retirement planning strategy? The basic financial rules have shifted, and you need to be informed.