Unlock the Secrets to a Confident 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: SEP 29, OCT 6, & 20
Time: 6:30 PM - 8:30 PM
Location: Community Center at Camp Hill Giant, Second Floor, 3301 E Trindle Rd, Camp Hill, PA 17011

Tuition & What’s Included

Special tuition: $39 (regularly $49) — 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!