Simplify Your RetirementBaby Boomer Retirement Course
This 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.
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Course Location & Schedule
Younts Conference Center | Room 110A
1250 Duncan Chapel Road
Greenville, SC 29613
This course meets once a week for two consecutive weeks.
Tuesdays, Feb 26 and Mar 5, 6:30 PM - 9:00 PM
Thursdays, Feb 28 and Mar 7, 6:30 PM - 9:00 PM
(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 the “Reserve Your Spot” button to register
- Follow the PayPal instructions
About Your Course Instructor
Shari Bevan has assisted clients in the fields of financial planning, retirement income planning, risk management and insurance services, long term care planning, tax planning, and estate planning since 1996. Shari has achieved the highest levels of education and training in the financial services industry by holding both the Chartered Financial Consultant® (ChFC®) designation and the Chartered Life Underwriter® (CLU®) designation. She also holds a certification in taxation obtained while in law school. In addition, Ms. Bevan is also a California licensed attorney, whose practice is focused on estate and tax planning, including trust and estate administration and litigation.
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.