Explore the opportunities and challenges of planning for retirement in today's world

Avoid retirement roadblocks and plan your future with confidence

Select Your Class

$49.00 Course Fee includes 1 course textbook. Bring spouse or guest for free.

Learn ways to:

Determine the amount of money you need to retire

Select the retirement plan distribution choice that is right for you

Plan your retirement income to preserve a comfortable standard of living

Reduce or eliminate taxes, expenses, delays and legal challenges with estate planning

What You Receive

Retirement Planning Today® is both entertaining and informative. Classroom sessions are instructed by a qualified financial professional who enhances the presentation with stories of real-life experiences. Attendees enjoy the interactive lecture format where participation and questions are encouraged but not required.

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.

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 course is educational and non-commercial. No specific financial products are discussed or sold.

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.

Your instructor is Matt Stack, CFP®, a Registered Representative and Investment Advisory Representative with Diversified LLC. Diversified LLC is an investment adviser registered with the U.S Securities and Exchange Commission (SEC). Supervisory office: 3705 Concord Pike, Wilmington DE 19803 (302)765-3500. SEC registration does not imply a certain level of skill or training. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Financial planning and Investment advisory services offered through Diversified, LLC.

OR

Your instructor is Matt Stack, CFP®, a Registered Representative and Investment Advisory Representative with Diversified LLC. Diversified LLC is an investment adviser registered with the U.S Securities and Exchange Commission (SEC). Supervisory office: 3705 Concord Pike, Wilmington DE 19803 (302)765-3500. SEC registration does not imply a certain level of skill or training. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Financial planning and Investment advisory services offered through Diversified, LLC.

 

Your privacy is paramount. The Financial Educators Network will never contact you or use your information for any purpose other than registration for its courses, confirmation of dates, times and place of the particular course, the dialog between you and the specific instructor to answer any specific questions you might have, and to coordinate the two class sessions and lab session. The Financial Educators Network does not sell your information to other third parties

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