An Educational Course for Adults Age 50-65
Questions? 440-628-2715 Course ID: UDANV1

Course Outline
Benefits Of Attending

 

The Difference between Education and Information

You can find trendy financial news almost anywhere but it is difficult to use this information to make informed decisions and create a plan for your retirement. This course is designed to save you time by delivering comprehensive, objective knowledge you can easily apply to your situation. When it comes to important subjects like retirement planning, it makes sense to learn from a reliable, trusted source.

 

Learn How To

  • Create a plan to retire early
  • Integrate your finances with your goals and values
  • Use new tax law changes to your advantage
  • Properly allocate your assets within your employer retirement plan
  • Use 5 investment strategies to help minimize risks and maximize returns
  • Ask the right questions when evaluating insurance coverage
  • Ensure your estate plan still functions properly under new laws

PictureCourse Textbook

This course includes a financial planning and retirement textbook with examples and illustrations, which is yours to keep. It helps you follow along with the classroom presentation and also contains valuable bonus worksheets. Written in easy-to-understand terms, your textbook helps you learn more about the financial concepts discussed in class, provides a step-by-step process to apply your knowledge and becomes a useful reference tool after the course is complete.

 

Optional Consultation

If you have financial questions that are personal in nature or relate to specific financial products, you may arrange to meet privately with your instructor after the course is complete. This consultation is complimentary for class attendees but is not required.

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