Use these short course description for the course catalog at your sponsored venues.
Retirement Planning Today®
Designed for pre-retirees, ages 50-65.
In this course, you will learn how to plan for retirement, organize finances, and develop a personalized plan that empowers you to reach your long-term goals. Topics include learning how to best calculate savings needed to retire, employer retirement plans and how to maximize their potential, understanding taxes and how to utilize them to save money, managing investment risks, and much more! This course will take place over 2, 3-hour long sessions, available in-person or online.
Wealth Creation Today®
Designed for those in the midst of their careers, ages 35-50.
In this course, you will learn how to set yourself up for retirement success by understanding the tools and assets available to you today to make the best decisions for your future retirement. Take the guesswork and stress out of retirement planning by learning about topics including inflation, insurance, stocks, bonds, taxes, 401(k)s, IRAs, and much more! This course will take place over 2, 3-hour long sessions, available in-person or online.
Rejuvenate Your Retirement®
Designed for current retirees, ages 65+.
In this course, you will learn how to maintain and increase the benefits of your current retirement plan by discovering new ways to stay mentally, physically, and socially active, as well as learn about important financial topics such as reducing taxes, assessing investment risk, planning for health care needs, and planning your estate. This course will take place over 2, 2-hour long sessions, available in-person or online.