Financial Strategies For Successful Retirement Course

FINANCIAL STRATEGIES FOR SUCCESSFUL RETIREMENT
3 Session Course 

 

FINANCIAL STRATEGIES FOR SUCCESSFUL RETIREMENT COURSE

 

This course blends financial education with a holistic life planning approach to help you build wealth, align your money with your values, and achieve your retirement lifestyle goals. Whether you are just beginning to develop a retirement plan or rapidly approaching retirement, you should enroll in this course. In this course you'll learn how to: 

  • Define, create and gain a clear picture of the retirement you want, assess the costs, evaluate your sources of income, invest for the future, protect your wealth & health, receive funds from retirement plans & manage your estate distribution.  Money is only one aspect of retirement planning.

This course introduces concepts and strategies that may help you make informed financial decisions such as determining how much money you'll need to retire, and the risks associated with running out of money.

In this course, you'll learn how to manage investment risks, use new tax laws to your advantage, make informed decisions about your company retirement plan, and adjust your estate plan to function properly under the new laws.

Whether you are just beginning to develop a retirement plan or rapidly approaching retirement, you should enroll in this course. You will learn about the different areas of retirement planning including Investments, Social Security, Medicare, Taxes, Estate Planning, Insurance, IRA's, Roth IRA's, Annuities, Pensions, and Employer-Sponsored Plans.

The class includes instruction and includes a 222-page illustrated textbook. The cost to attend this course is $49.00, unless the sponsor waives this fee, couples can attend with a single Tuition fee. This is a 3-session (part) course. Classes 1, 2, and 3 are all separate topics. Class size is limited.  Register TODAY. The registration fees benefit the entities sponsoring or hosting the courses and are also utilized to pay the costs associated with the courses. Instructors donate their time and knowledge to the community to give back to those who have given to them and are not compensated.

This information is provided for educational purposes only and should not be considered as offering tax, legal or investment advice.  Nothing on this website constitutes or forms a part of any offer for sale or subscription of, or any invitation to offer to buy or subscribe for, any securities. The material should not be construed as an offer or a recommendation to buy or sell a security. Please consult with a professional regarding your individual circumstances.

Fall 2019 Course Calendar:

Carlisle Courses - Dickinson College

Tuesdays - September 10th, 17th, 24th
Thursdays - September 12th, 19th, 26th


Hershey Courses - American Cancer Society
Tuesdays - September 17th, 24th & Oct. 1st
Thursdays - September 19th, 26th & Oct. 3rd
Saturdays - September 21st, 28th & Oct. 5th


Mechanicsburg Courses - Hampden Parks & Rec.
Wednesdays - September 25th & Oct. 2nd, Oct. 9th
Thursdays - September 26th & Oct. 3rd, Oct. 10th


Hershey Courses - American Cancer Society
Tuesdays - October 22nd, 29th & Nov. 5th
Thursdays - October 24th, 31st & Nov. 7th

Saturdays - October 26th & Nov. 2nd, 9th

Carlisle Courses - Dickinson College
Tuesdays - October 29th & Nov. 5th, 12th
Thursdays - October 31st & Nov. 7th, 14th


Mechanicsburg Courses - Hampden Parks & Rec.
Wednesdays - November 6th, 13th, 20th
Thursdays - November 7th, 14th, 21st

 


Accounting Services Provided By:


Sponsored or Hosted By:


Dickinson College


 

Social Security Courses Brought To You By:


 

Special Thanks To:



AIACPA for hosting two financial courses in CY 2017
 


Hampden Township Parks & Recreation for providing locations for the Mechanicsburg community.