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Retirement Planning Today

Retirement Planning TOday

 

This 6-hour course is designed to help you see the “big picture” when planning for retirement so you can make informed financial decisions. The course is comprehensive and will cover strategies that teach you how to build wealth and align your money with your values to accomplish your goals in life. Specifically, you will learn how to calculate retirement needs and expenses, make smart decisions about retirement plan distributions, protect assets and evaluate insurance needs, maximize social security benefits, and estate planning techniques and strategies. Whether your objective is to build a nest egg, protect your assets or preserve your lifestyle throughout retirement, this course will help you plan your future with confidence.  The course is interactive – participation and questions are encouraged but not required.

Workbook: Provided by your instructor to help you follow along and becomes a useful reference tool after the course is complete.

 

DATES: Thursday, September 28 & October 5, 2017

TIME: 6:30 pm – 9:30pm

FEE: $49

(tuition includes one workbook – bring a spouse or guest at no additional charge)

SESSIONS: 2

COURSE NUMBER: ESI 055 461

LOCATION: Suffern, AC II, Room 2102

 

DATE: Tuesday, October 3 & October 10, 2017

TIME: 6:30PM - 9:30PM

FEE: $49

(tuition includes one workbook – bring a spouse or guest at no additional charge)

SESSIONS: 2

COURSE NUMBER: ESI 055 462

LOCATION: Suffern, AC II, Room 2202

INSTRUCTOR: Adam Kalender, Certified Financial Planner / Principal, Madison Planning Group Inc.

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