Pre-Retirees (Age 50-65)

Day 1 - Wednesday, September 29, 2021 from  6 pm to 9 pm

• Section 1 – Life Planning for Retirement
• Section 2 – Retirement Needs & Expenses
• Section 3 – Retirement Roadblocks & Mistakes
• Section 4 – Retirement Income Sources
• Section 5 – Retirement Plan Distributions

Day 2 -Wednesday, October 6, 2021 from 6 pm - 9 pm

• Section 6 – Investments
• Section 7 – Risk Management (Insurance)
• Section 8 – Estate Planning

Questions and active participation from the attendees are highly encouraged. Given that retirement needs are unique and based on personal circumstances, no personal investment advice is offered during the course. This course is for educational purposes only. Promoting, recommending, or selling any specific financial products during the class is strictly prohibited.

Personal Lab Session After the Course

After the course, attendees will have the option to request a private one-on-one consultation with their instructor. These consultations are typically completed within 1-2 weeks and held at the instructor's office. 

During this private session, attendees are allowed to ask their instructor specific questions about their personal financial situations. Attendees need only share information that they are comfortable discussing with their instructor in order to resolve their personal financial questions.