Financial and Retirement Planning Doesn't Come with an Instruction Manual.

Real Strategies. Real Answers. Real Confidence.

Whether retirement is just around the corner or already underway, the decisions you make today can have a lasting impact on your financial future.

Join us for this complimentary three-session educational series and learn practical strategies to help you make more informed financial and retirement decisions.

Through engaging classroom instruction, real-world examples, and interactive discussion, you'll gain valuable knowledge to help navigate retirement with greater confidence.

Course Schedule

Dates: Monday, September 28 | Monday, October 5 | Monday, October 12
Time: 6:30 PM – 8:30 PM
Format: Three weekly sessions

Each session lasts approximately two hours and builds upon the previous week's material.

Seating is limited, and advance registration is required.

What You'll Learn

Over three engaging sessions, we'll explore many of the topics that matter most in retirement, including:

• Life Planning

• Building an Investment Strategy

• Tax Planning Strategies

• Maximizing Social Security Benefits

• Medicare, Healthcare & Long-Term Care Planning

• Estate & Legacy Planning

• Insurance & Risk Management

Participants will also receive a course workbook and educational materials to help reinforce key concepts.

Why Attend?

Retirement planning is about more than preparing for the day you stop working. It involves understanding how your income, taxes, healthcare, estate plan, and overall financial strategy work together.

This educational series is designed to help you:

• Better understand today's retirement landscape.

• Learn practical financial planning concepts.

• Ask questions in an engaging classroom environment.

• Feel more confident about the decisions ahead.

Who Should Attend?

This course is designed for individuals and couples who:

• Are approaching retirement or recently retired.

• Want greater confidence in their financial future.

• Have questions about Social Security, Medicare, taxes, or estate planning.

• Appreciate learning in a relaxed, educational classroom setting.

No prior financial knowledge is required.

Reserve Your Seat Today

Space is limited, and advance registration is encouraged.

Complete the registration form to reserve your place in this complimentary educational series.