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.
Click Here to Register
Course Location & Schedule
2000 East Spring Creek Pkwy
Plano, Texas 75074
This course meets once a week for two consecutive weeks.
Tuesdays, Mar 5 and Mar 12, 7:00 PM - 9:00 PM
Thursdays, Mar 7 and Mar 14, 7:00 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
David Bellinger, the president of Professional Financial Associates, is a caring, helpful and hardworking registered representative who helps retirees and pre-retirees create and implement financial strategies every day.
Motivated to join the industry by his innate desire to help people succeed, David is passionate about designing creative strategies that address clients’ unique needs. David has more than 30 years of experience in the financial industry and believes information and educational courses are the keys to financial success, and using his inquisitive and patient nature, he listens and provides this to his clients.
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.