Retirement Planning Workshop
Walk away from this class with a complete workbook of tools, strategies, and worksheets
necessary to help you implement a successful retirement
Retirement planning can be overwhelming and confusing
The financial landscape is always changing; new tax laws are taking effect, the stock market is experiencing unprecedented volatility, and the cost of healthcare is rising. Now, more than ever, it is important to have sound financial strategies in place to ensure a successful retirement. Whether your objective is to build a nest egg, make federal tax laws work in your favor, or preserve your standard of living throughout retirement, this workshop will help you plan your future with confidence.
This course is not just a lecture
This course has a unique “do it yourself” curriculum. You will not only learn the many ways to save for retirement, but you will also be given instruction on how to complete retirement planning worksheets that are secret tools of the industry. These worksheets will help you understand your current financial situation and develop a personalized plan to pursue your retirement goals.