Are You Financially Ready for the Next Chapter of Retirement?

Join us for a complimentary three-session educational course designed to help you better understand important financial concepts that may impact your retirement.

This course introduces topics such as retirement income planning concepts, Social Security considerations, taxes, healthcare costs, and estate planning fundamentals.

Whether you are approaching retirement or already retired, this course is designed to help you gain a clearer understanding of the financial decisions that may shape your future.

Course Schedule

Dates: Monday, April 13 | Monday, April 20 | Monday, April 27
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.

Who Should Attend

This course may be helpful for individuals who:

• Are approaching retirement within the next 5–10 years
• Have recently retired and want to better understand their options
• Want to learn more about retirement income planning concepts
• Are interested in Social Security and Medicare considerations
• Want to better understand taxes, healthcare costs, and estate planning considerations

No prior financial knowledge is required.

Couples are welcome to attend together.

What You Will Learn

Participants will explore financial concepts related to:

• How retirement income sources may work together
• Social Security and Medicare considerations
• How taxes and inflation may affect retirement income
• Healthcare and long-term care planning considerations
• Estate planning concepts and transferring assets to heirs

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

Why Many People Attend This Course

Retirement is one of the most important financial transitions many people experience. Yet many individuals discover there are important planning considerations they were not aware of until they began preparing for retirement.

This course is designed to introduce financial concepts that may help individuals make more informed decisions about their retirement future.

Reserve Your Seat

There is no cost to attend this educational course, however seating is limited and registration is required.

Please reserve your seat using the registration form on this page.