Simplify Your RetirementBaby Boomer Retirement Course
Simplify Your Retirement provides comprehensive personal finance information 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
Hastings Center | Room 124
2301 Westside Dr.
Rochester, NY 14624
This workshop meets once a week for two consecutive weeks.
Tuesdays, Oct 8 and Oct 15, 6:30 PM - 9:00 PM (Park in Lot C)
Saturdays, Oct 12 and Oct 19, 9:30 AM - 12:00 PM (Park in Lot C)
(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 Workshop Instructor
As the founding principal of Moore Financial Group, David Moore primarily focuses on getting to know his clients, honing in on
not just their needs, but also what they want to accomplish. David’s approach is conservative and unbiased. He attained his Series 7 and 63 securities licenses, holds the CFP®️ and CLU®️ designations and is also health and life insurance licensed in multiple states.
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 retirees with confidence when it comes to retirement income. Our goal is to empower Baby Boomers to prepare for a stable and predictable retirement income.
Licensed Insurance Professional.