Unlock the Secrets Designed for a Secure and Prosperous Retirement

Join Our Comprehensive 3-evening Educational Course to Master Financial Strategies for a Successful Retirement.

Introduction:

Planning for retirement can be overwhelming, but it doesn’t have to be. Our expert-led course, "Financial Strategies for a Successful Retirement," is designed to guide you through the complexities of retirement planning—equipping you with the knowledge and tools needed to make confident decisions about your financial future.

Course Details:

Dates: MONDAYS: OCT 27, NOV 3, & 10
Time: 6:30 PM - 8:30 PM
Location: Stuart Center, 45 Franklin St., Carlisle, PA 17013

Tuition & What’s Included

Special Offer: No fee for this course (a $49 value) — one registration covers couples.

Your registration includes:

• An illustrated course workbook/textbook and practical checklists
• Handouts plus a Personal Financial Data Form to organize your entire picture
• An optional, no-obligation private consultation to apply what you learned

What You Will Learn:

1. Understanding Retirement Income Streams:

• Maximize Social Security benefits
• Explore annuities, pensions, and other income sources
• Strategies for managing your retirement savings accounts (401(k), IRA, etc.)

2. Investment Strategies for Retirement:

• Diversification and risk management
• Selecting the right investment vehicles for your retirement goals
• Tax-efficient investment strategies

3. Estate Planning and Legacy Building:

• Essential estate planning tools (wills, trusts, etc.)
• Strategies to minimize estate taxes
• Planning for the financial future of your loved ones

4. Healthcare and Long-Term Care Planning:

• Understanding Medicare and supplemental insurance
• Long-term care insurance options
• Planning for healthcare costs in retirement

Why Attend?

• Expert Guidance: Learn from seasoned financial professionals with years of experience in retirement planning.
• Interactive Sessions: Engage with instructors through Q&A sessions, case studies, and practical exercises.
• Comprehensive Materials: Receive valuable resources and workbooks to support your learning and planning beyond the course.
• Networking Opportunities: Connect with like-minded individuals who are also planning for a successful retirement.

Who Should Attend?

• Individuals approaching retirement
• Those looking to optimize their current retirement plan
• Anyone interested in strengthening their financial future

Register Now:

Reserve your spot today and take the first step toward a financially confident retirement.

Contact Us:

Have questions? We're here to help!

• Phone: 717-288-1990
• Email: info@financialplanningcourses.com

Additional Information:

• Limited seats available – reserve your spot early!