Course Overview

Planning for retirement opens up choices so you may retire or slow-down from work on your own terms. In taking this course, you will learn how to organize your pensions, investments, estate, insurance, taxes and cash flow to achieve a successful retirement.

This four session course (2.5 hours per session) taught via Zoom is designed to help individuals of all ages develop a retirement plan. The information, of beginner to intermediate level, is presented in a generic educational manner. Included is a 160 page PDF workbook that contains a comprehensive reference to the information presented. At the courses conclusion, you have the option of receiving a complimentary financial plan detailing when you can retire and how much you can spend including all your financial variable.