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Retirement Readiness Class

Retirement Readiness Class

 

This 5-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: Tuesday, October 18 - 25

TIME: 6:30 pm – 9:00 pm

FEE: $39

SESSIONS: 2

COURSE NUMBER: ESI 055 461

LOCATION: Suffern, Academic II, Room 2205

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DATES: Thursday, March 23 - 30

TIME: 6:30 pm – 9:00 pm

FEE: $39

SESSIONS: 2

COURSE NUMBER: ESI 055 261

LOCATION: Suffern, Room TBA

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

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