Seminars

Financial Strategies for Successful Retirement - CARLISLE, THURSDAYS

This is a 3-session (part) course. Classes 1, 2, and 3 are all separate topics. If a session is missed it can be made up by attending another session.

Thursdays - 2/27, 3/05, 3/12.

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.  

There is no fee for this course. Normal tuition registration cost for this course is $49.00. These courses are hosted by Dickinson College. The course includes instruction, an illustrated textbook, handouts, and a no - obligation personalized consultation. Couples may attend together. This is a 3-session (part) course. Classes 1, 2 and 3 are all separate topicsClass 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. If you are unable to attend a course you can attend another session at another date, time or location by contacting info@financialplanningcourses.com. 

When: Thursday, February 27, 2020 - 6:30 PM - 9:00 PM
Where: Althouse Hall - Dickinson College Campus
Room 201 - Second Floor
45 N College Street
Carlisle, PA 17013
Host: Dickinson College and Financial Planning Courses, LLC
Phone: 717-288-1990
 

Financial Strategies for Successful Retirement - HERSHEY, TUESDAYS

This is a 3-session (part) course. Classes 1, 2, and 3 are all separate topics. If a session is missed it can be made up by attending another session.

Tuesdays - 3/03, 3/10, 3/17.

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.  

There is no fee for this course. Normal tuition registration cost for this course is $49.00. These courses are sponsored by The American Cancer Society. The course includes instruction, an illustrated textbook, handouts, and a no - obligation personalized consultation. Couples may attend together. This is a 3-session (part) course. Classes 1, 2 and 3 are all separate topicsClass 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. If you are unable to attend a course you can attend another session at another date, time or location by contacting info@financialplanningcourses.com. 

When: Tuesday, March 3, 2020 - 6:30 PM - 9:00 PM
Where: American Cancer Society Building
Third Floor
112 Sipe Avenue
Hummelstown, PA 17036
Host: The American Cancer Society and Financial Planning Courses, LLC
Phone: 717-288-1990
 

Financial Strategies for Successful Retirement - HERSHEY, THURSDAYS

This is a 3-session (part) course. Classes 1, 2, and 3 are all separate topics. If a session is missed it can be made up by attending another session.

Tuesdays - 3/05, 3/12, 3/19.

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.  

There is no fee for this course. Normal tuition registration cost for this course is $49.00. These courses are sponsored by The American Cancer Society. The course includes instruction, an illustrated textbook, handouts, and a no - obligation personalized consultation. Couples may attend together. This is a 3-session (part) course. Classes 1, 2 and 3 are all separate topicsClass 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. If you are unable to attend a course you can attend another session at another date, time or location by contacting info@financialplanningcourses.com. 

When: Thursday, March 5, 2020 - 6:30 PM
Where: American Cancer Society Building
112 Sipe Avenue
Hummelstown, PA 17036
Host: The American Cancer Society and Financial Planning Courses, LLC
Phone: 717-288-1990
 

Financial Strategies for Successful Retirement - HERSHEY, SATURDAYS

This is a 3-session (part) course. Classes 1, 2, and 3 are all separate topics. If a session is missed it can be made up by attending another session.

Tuesdays - 3/07, 3/14, 3/21.

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.  

There is no fee for this course. Normal tuition registration cost for this course is $49.00. These courses are sponsored by The American Cancer Society. The course includes instruction, an illustrated textbook, handouts, and a no - obligation personalized consultation. Couples may attend together. This is a 3-session (part) course. Classes 1, 2 and 3 are all separate topicsClass 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. If you are unable to attend a course you can attend another session at another date, time or location by contacting info@financialplanningcourses.com. 

When: Saturday, March 7, 2020 - 10:00 AM - 12:30 PM
Where: American Cancer Society Building
Third Floor
112 Sipe Avenue
Hummelstown, PA 17036
Host: The American Cancer Society and Financial Planning Courses, LLC
Phone: 717-288-1990
 

Financial Strategies for Successful Retirement - CAMP HILL, TUESDAYS

This is a 3-session (part) course. Classes 1, 2, and 3 are all separate topics. If a session is missed it can be made up by attending another session.

Tuesdays - 3/10, 3/17, 3/24.

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.  

There is no fee for this course. Normal tuition registration cost for this course is $49.00. These courses are sponsored by The Board Room. The course includes instruction, an illustrated textbook, handouts, and a no - obligation personalized consultation. Couples may attend together. This is a 3-session (part) course. Classes 1, 2 and 3 are all separate topicsClass 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. If you are unable to attend a course you can attend another session at another date, time or location by contacting info@financialplanningcourses.com. 

When: Tuesday, March 10, 2020 - 6:30 PM - 9:00 PM
Where: The Board Room
Lower Allen Business Suite, Second Floor
1993 Hummel Avenue
Camp Hill, PA 17011
Host: The Board Room and Financial Planning Courses, LLC
Phone: 717-288-1990
 

Financial Strategies for Successful Retirement - CAMP HILL, THURSDAYS

This is a 3-session (part) course. Classes 1, 2, and 3 are all separate topics. If a session is missed it can be made up by attending another session.

Thursdays - 3/12, 3/19, 3/26.

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.  

There is no fee for this course. Normal tuition registration cost for this course is $49.00. These courses are sponsored by The Board Room. The course includes instruction, an illustrated textbook, handouts, and a no - obligation personalized consultation. Couples may attend together. This is a 3-session (part) course. Classes 1, 2 and 3 are all separate topicsClass 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. If you are unable to attend a course you can attend another session at another date, time or location by contacting info@financialplanningcourses.com. 

When: Thursday, March 12, 2020 - 6:30 PM - 9:00 PM
Where: The Board Room
Lower Allen Business Suite, Second Floor
1993 Hummel Avenue
Camp Hill, PA 17011
Host: The Board Room and Financial Planning Courses, LLC
Phone: 717-288-1990
 

Financial Strategies for Successful Retirement - CAMP HILL, SATURDAYS

This is a 3-session (part) course. Classes 1, 2, and 3 are all separate topics. If a session is missed it can be made up by attending another session.

Saturdays - 3/14, 3/21, 3/28.

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.  

There is no fee for this course. Normal tuition registration cost for this course is $49.00. These courses are sponsored by The Board Room. The course includes instruction, an illustrated textbook, handouts, and a no - obligation personalized consultation. Couples may attend together. This is a 3-session (part) course. Classes 1, 2 and 3 are all separate topicsClass 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. If you are unable to attend a course you can attend another session at another date, time or location by contacting info@financialplanningcourses.com. 

When: Saturday, March 14, 2020 - 10:00 AM - 12:30 PM
Where: The Board Room
Lower Allen Business Suite, Second Floor
1993 Hummel Avenue
Camp Hill, PA 17011
Host: The Board Room and Financial Planning Courses, LLC
Phone: 717-288-1990
 

Financial Strategies for Successful Retirement - HARRISBURG, TUESDAYS

This is a 3-session (part) course. Classes 1, 2, and 3 are all separate topics. If a session is missed it can be made up by attending another session.

Tuesdays - 3/17, 3/24, 3/31.

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.  

There is no fee for this course. Normal tuition registration cost for this course is $49.00. These courses are held at HACC, Central Pennsylvania's Community College - Harrisburg Campus . The course includes instruction, an illustrated textbook, handouts, and a no - obligation personalized consultation. Couples may attend together. This is a 3-session (part) course. Classes 1, 2 and 3 are all separate topicsClass 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. If you are unable to attend a course you can attend another session at another date, time or location by contacting info@financialplanningcourses.com.

When: Tuesday, March 17, 2020 - 06:30 PM - 9:00 PM
Where: HACC, Central Pennsylvania's Community College - Harrisburg Campus
Select Medical Health Pavilion - Room 105
One HACC Drive
Harrisburg, PA 17110
Host: HACC, Central Pennsylvania's Community College - Harrisburg Campus and Financial Planning Courses, LLC
Phone: 717-288-1990
Directions: Parking: Please park in East Lot #3 (E3) for direct access to the Select Medical Health Pavilion
 

Financial Strategies for Successful Retirement - HARRISBURG, THURSDAYS

This is a 3-session (part) course. Classes 1, 2, and 3 are all separate topics. If a session is missed it can be made up by attending another session.

Thursdays - 3/19, 3/26, 4/02.

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.  

There is no fee for this course. Normal tuition registration cost for this course is $49.00. These courses are held at HACC, Central Pennsylvania's Community College - Harrisburg Campus . The course includes instruction, an illustrated textbook, handouts, and a no - obligation personalized consultation. Couples may attend together. This is a 3-session (part) course. Classes 1, 2 and 3 are all separate topicsClass 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. If you are unable to attend a course you can attend another session at another date, time or location by contacting info@financialplanningcourses.com.

When: Thursday, March 19, 2020 - 06:30 PM - 9:00 PM
Where: HACC, Central Pennsylvania's Community College - Harrisburg Campus
Select Medical Health Pavilion - Room 105
One HACC Drive
Harrisburg, PA 17110
Host: HACC, Central Pennsylvania's Community College - Harrisburg Campus and Financial Planning Courses, LLC
Phone: 717-288-1990
Directions: Parking: Please park in East Lot #3 (E3) for direct access to the Select Medical Health Pavilion
 

Financial Strategies for Successful Retirement - HARRISBURG, SATURDAYS

This is a 3-session (part) course. Classes 1, 2, and 3 are all separate topics. If a session is missed it can be made up by attending another session.

Saturdays - 3/21, 3/28, 4/04.

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.  

There is no fee for this course. Normal tuition registration cost for this course is $49.00. These courses are held at HACC, Central Pennsylvania's Community College - Harrisburg Campus . The course includes instruction, an illustrated textbook, handouts, and a no - obligation personalized consultation. Couples may attend together. This is a 3-session (part) course. Classes 1, 2 and 3 are all separate topicsClass 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. If you are unable to attend a course you can attend another session at another date, time or location by contacting info@financialplanningcourses.com.

When: Saturday, March 21, 2020 - 10:00 AM - 12:30 PM
Where: HACC, Central Pennsylvania's Community College - Harrisburg Campus
Select Medical Health Pavilion - Room 105
One HACC Drive
Harrisburg, PA 17110
Host: HACC, Central Pennsylvania's Community College - Harrisburg Campus and Financial Planning Courses, LLC
Phone: 717-288-1990
Directions: Parking: Please park in East Lot #3 (E3) for direct access to the Select Medical Health Pavilion
 

Women in Retirement – Financial Planning Course for Women CARLISLE, TUESDAY

Retirement for women in many ways is different and they may face unique challenges. This is why we've created this course to address the topics most concerning for women such as

  • Creating the income you may need during retirement to cover your regular living expenses
  • How to navigate through major life changes like divorce or widowship
  • Sequence of Return Risk 
  • Investing 
  • Insurance
  • Estate Planning 
  • Why addressing the need for long-term care is one of the most important factors to any solid retirement plan.

A very small number of women actually report feeling "fully confident" in their retirement plans. Even worse, the number one complaint from women about their current financial advisor is that they do NOT listen!

You'll walk away from this event feeling confident and armed with the information you'll need to make decisions that will allow you to enjoy these years the way you've always imagined.

Finances can be difficult for many to discuss; however, we create a warm and supportive atmosphere for you to come educate yourself and invest in your future! Join us for this empowering event that will help build the retirement you want!

When: Tuesday, March 24, 2020 - 6:30 PM
Where: Althouse Hall
Room 201 - Second Floor
45 North College Street
Carlisle, PA 17013

Host: Dickinson College
Phone: 717-288-1990
 

Women in Retirement – Financial Planning Course for Women CARLISLE, THURSDAY

Retirement for women in many ways is different and they may face unique challenges. This is why we've created this course to address the topics most concerning for women such as

  • Creating the income you may need during retirement to cover your regular living expenses
  • How to navigate through major life changes like divorce or widowship
  • Sequence of Return Risk 
  • Investing 
  • Insurance
  • Estate Planning 
  • Why addressing the need for long-term care is one of the most important factors to any solid retirement plan.

A very small number of women actually report feeling "fully confident" in their retirement plans. Even worse, the number one complaint from women about their current financial advisor is that they do NOT listen!

You'll walk away from this event feeling confident and armed with the information you'll need to make decisions that will allow you to enjoy these years the way you've always imagined.

Finances can be difficult for many to discuss; however, we create a warm and supportive atmosphere for you to come educate yourself and invest in your future! Join us for this empowering event that will help build the retirement you want!

When: Thursday, March 26, 2020 - 6:30 PM
Where: Althouse Hall
Room 201 - Second Floor
45 North College Street
Carlisle, PA 17013

Host: Dickinson College
Phone: 717-288-1990
 

Women in Retirement – Financial Planning Course for Women HERSHEY, TUESDAY

Retirement for women in many ways is different and they may face unique challenges. This is why we've created this course to address the topics most concerning for women such as

  • Creating the income you may need during retirement to cover your regular living expenses
  • How to navigate through major life changes like divorce or widowship
  • Sequence of Return Risk 
  • Investing 
  • Insurance
  • Estate Planning 
  • Why addressing the need for long-term care is one of the most important factors to any solid retirement plan.

A very small number of women actually report feeling "fully confident" in their retirement plans. Even worse, the number one complaint from women about their current financial advisor is that they do NOT listen!

You'll walk away from this event feeling confident and armed with the information you'll need to make decisions that will allow you to enjoy these years the way you've always imagined.

Finances can be difficult for many to discuss; however, we create a warm and supportive atmosphere for you to come educate yourself and invest in your future! Join us for this empowering event that will help build the retirement you want!

When: Tuesday, March 31, 2020 - 6:30 PM
Where: American Cancer Society Building
Third Floor
112 Sipe Avenue
Hummelstown, PA 17036
Host: American Cancer Society
Phone: 717-288-1990
 

Women in Retirement – Financial Planning Course for Women HERSHEY, THURSDAY

Retirement for women in many ways is different and they may face unique challenges. This is why we've created this course to address the topics most concerning for women such as

  • Creating the income you may need during retirement to cover your regular living expenses
  • How to navigate through major life changes like divorce or widowship
  • Sequence of Return Risk 
  • Investing 
  • Insurance
  • Estate Planning 
  • Why addressing the need for long-term care is one of the most important factors to any solid retirement plan.

A very small number of women actually report feeling "fully confident" in their retirement plans. Even worse, the number one complaint from women about their current financial advisor is that they do NOT listen!

You'll walk away from this event feeling confident and armed with the information you'll need to make decisions that will allow you to enjoy these years the way you've always imagined.

Finances can be difficult for many to discuss; however, we create a warm and supportive atmosphere for you to come educate yourself and invest in your future! Join us for this empowering event that will help build the retirement you want!

When: Thursday, April 2, 2020 - 6:30 PM
Where: American Cancer Society Building
Third Floor
112 Sipe Avenue
Hummelstown, PA 17036
Host: American Cancer Society
Phone: 717-288-1990
 

Women in Retirement – Financial Planning Course for Women CAMP HILL TUESDAY

Retirement for women in many ways is different and they may face unique challenges. This is why we've created this course to address the topics most concerning for women such as

  • Creating the income you may need during retirement to cover your regular living expenses
  • How to navigate through major life changes like divorce or widowship
  • Sequence of Return Risk 
  • Investing 
  • Insurance
  • Estate Planning 
  • Why addressing the need for long-term care is one of the most important factors to any solid retirement plan.

A very small number of women actually report feeling "fully confident" in their retirement plans. Even worse, the number one complaint from women about their current financial advisor is that they do NOT listen!

You'll walk away from this event feeling confident and armed with the information you'll need to make decisions that will allow you to enjoy these years the way you've always imagined.

Finances can be difficult for many to discuss; however, we create a warm and supportive atmosphere for you to come educate yourself and invest in your future! Join us for this empowering event that will help build the retirement you want!

When: Tuesday, April 14, 2020 - 6:30 PM
Where: The Board Room
Lower Allen Business Suite, Second Floor
1993 Hummel Avenue
Camp Hill, PA 17011
Host: The Board Room
Phone: 717-288-1990
 

Women in Retirement – Financial Planning Course for Women CAMP HILL THURSDAY

Retirement for women in many ways is different and they may face unique challenges. This is why we've created this course to address the topics most concerning for women such as

  • Creating the income you may need during retirement to cover your regular living expenses
  • How to navigate through major life changes like divorce or widowship
  • Sequence of Return Risk 
  • Investing 
  • Insurance
  • Estate Planning 
  • Why addressing the need for long-term care is one of the most important factors to any solid retirement plan.

A very small number of women actually report feeling "fully confident" in their retirement plans. Even worse, the number one complaint from women about their current financial advisor is that they do NOT listen!

You'll walk away from this event feeling confident and armed with the information you'll need to make decisions that will allow you to enjoy these years the way you've always imagined.

Finances can be difficult for many to discuss; however, we create a warm and supportive atmosphere for you to come educate yourself and invest in your future! Join us for this empowering event that will help build the retirement you want!

When: Thursday, April 16, 2020 - 6:30 PM
Where: The Board Room
Lower Allen Business Suite, Second Floor
1993 Hummel Avenue
Camp Hill, PA 17011
Host: The Board Room
Phone: 717-288-1990
 

Financial Strategies for Successful Retirement - CARLISLE, TUESDAYS

This is a 3-session (part) course. Classes 1, 2, and 3 are all separate topics. If a session is missed it can be made up by attending another session.

Tuesdays - 4/21, 4/28, 5/05.

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.  

There is no fee for this course. Normal tuition registration cost for this course is $49.00. These courses are hosted by Dickinson College. The course includes instruction, an illustrated textbook, handouts, and a no - obligation personalized consultation. Couples may attend together. This is a 3-session (part) course. Classes 1, 2 and 3 are all separate topicsClass 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. If you are unable to attend a course you can attend another session at another date, time or location by contacting info@financialplanningcourses.com. 

When: Tuesday, April 21, 2020 - 6:30 PM - 9:00 PM
Where: Althouse Hall - Dickinson College Campus
Room 201 - Second Floor
45 N College Street
Carlisle, PA 17013
Host: Dickinson College and Financial Planning Courses, LLC
Phone: 717-288-1990
 

Financial Strategies for Successful Retirement - CARLISLE, THURSDAYS

This is a 3-session (part) course. Classes 1, 2, and 3 are all separate topics. If a session is missed it can be made up by attending another session.

Thursdays - 4/23, 4/30, 5/07.

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.  

There is no fee for this course. Normal tuition registration cost for this course is $49.00. These courses are hosted by Dickinson College. The course includes instruction, an illustrated textbook, handouts, and a no - obligation personalized consultation. Couples may attend together. This is a 3-session (part) course. Classes 1, 2 and 3 are all separate topicsClass 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. If you are unable to attend a course you can attend another session at another date, time or location by contacting info@financialplanningcourses.com. 

When: Thursday, April 23, 2020 - 6:30 PM - 9:00 PM
Where: Althouse Hall - Dickinson College Campus
Room 201 - Second Floor
45 N College Street
Carlisle, PA 17013
Host: Dickinson College and Financial Planning Courses, LLC
Phone: 717-288-1990