You went to school to prepare for your career.

Now it's time to prepare for your retirement.

In Retirement Planning Today®, you’ll learn exactly how to plan for retirement, organize your finances and develop a personalized plan that empowers you to reach your long-term goals. Prepare for the future by discovering how to save money on taxes, manage investment risks and protect your assets from potential long-term health care expenses.

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Everything you need to know in two sessions.

Discover more about planning

Learn more about how to plan for retirement than most people do in a lifetime.

Most people must make crucial decisions about their retirement plans. In many cases, these decisions cannot be reversed. Retirement Planning Today® is designed for adults looking to retire anytime from next year to 15 years from now. At either end of the spectrum, the skills and knowledge you’ll gain in two retirement planning class sessions can deliver rewards throughout your lifetime.

The course will teach you how to build wealth and align your money with your values to accomplish your goals in life. Whether you’re self-employed, have a corporate career, or work with a government agency, you’ll get the answers you need.

Topics include:

  • Calculating the savings you’ll need to retire
  • Maximizing your employer retirement plan
  • How to use tax laws to your advantage
  • Planning for a comfortable standard of living

Do you know how to plan for retirement savings, living expenses, and more?

According to the Employee Benefit Research Institute1:

73%

of workers are confident they’ll “live comfortably” throughout retirement.

HOWEVER…

46%

of workers have actually tried to calculate what they’ll need to save!

Learn More

Course format

Choose classroom or virtual instruction

Retirement Planning Today® is an interactive, two-session retirement education course covering eight core topic areas. Both in-person and online courses are available. Either way, attendees will enjoy an interactive lecture format where participation is highly encouraged and classroom questions are always welcomed.

Comprehensive, objective financial education

Unlike financial seminars that focus on a specific topic, this comprehensive course helps you see the “big picture.” It examines many aspects of personal finance and how they can work together to create an integrated retirement plan. This retirement course is educational and non-commercial. No specific financial products are discussed or sold.

Highly qualified instructors

When it comes to important subjects like retirement planning, it makes sense to learn from a reliable, trusted source. Classroom sessions are instructed by a qualified financial professional who enhances the presentation with stories of real-life experiences. Don’t be afraid to ask questions! Leverage your instructor’s expertise to get the answers you need.

Individual lab sessions

Was one of your questions not adequately covered in class? Do you need to discuss a personal financial matter or specific investment strategies? If you have personal financial questions, you may arrange to meet privately with your instructor after the retirement planning course is complete. This optional one-hour private lab session is complimentary for class attendees but is not required!

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Course outline

Get ready to immerse yourself in important core topics taught in eight easy-to-understand sections spread across two sessions of  Retirement Planning Today®.

Session 1

Section 1 – Life Planning for Retirement

Section 2 – Retirement Needs & Expenses

Section 3 – Retirement Roadblocks & Mistakes

Section 4 – Retirement Income Sources

Section 5 – Retirement Plan Distributions

Session 2

Section 6 – Investments

Section 7 – Risk Management & Asset Protection

Section 8 – Estate Planning

It takes more than money to live a “rich life.”
Do you know how to plan for retirement goals?
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1Employee Benefit Research Institute. 2022 RCS FACT SHEET #3 Preparing for Retirement In America. Available at: https://www.ebri.org/retirement/retirement-confidence-survey