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 Tron D. Welch, CFP®, CPA, MBA, AIF®. Tron has taught Retirement Planning Today for over 5 years, in addition to other financial planning workshops. He is a proud Team Rubicon volunteer donating his time to disaster recovery and fire mitigation primarily in Colorado, and has recently completed service missions in Florida, Louisiana, Hawaii and Idaho. In addition, he is a Board Member of the Longmont Veteran’s Community Project, whose mission is to provide safe housing for homeless veterans, as well as Guys Who Give, a charitable group focusing their efforts to various charities & organizations. In his free time, he enjoys traveling with his family, trail running and exploring his home state of Colorado.

Welch Financial Planning, LLC is a registered investment adviser with the SEC. This content is developed by a third-party source, FMT Solutions. Welch Financial Planning, LLC pays for the use and dissemination of the materials provided, and the information presented is believed to be accurate. FMT Solutions and Welch Financial Planning, LLC are not affiliated. The information in this material is not intended as tax or legal advice. Please consult a tax or legal professional for specific information regarding your individual situation.

OR

Your instructor is Tron D. Welch, CFP®, CPA, MBA, AIF®. Tron has taught Retirement Planning Today for over 5 years, in addition to other financial planning workshops. He is a proud Team Rubicon volunteer donating his time to disaster recovery and fire mitigation primarily in Colorado, and has recently completed service missions in Florida, Louisiana, Hawaii and Idaho. In addition, he is a Board Member of the Longmont Veteran’s Community Project, whose mission is to provide safe housing for homeless veterans, as well as Guys Who Give, a charitable group focusing their efforts to various charities & organizations. In his free time, he enjoys traveling with his family, trail running and exploring his home state of Colorado.

Welch Financial Planning, LLC is a registered investment adviser with the SEC. This content is developed by a third-party source, FMT Solutions. Welch Financial Planning, LLC pays for the use and dissemination of the materials provided, and the information presented is believed to be accurate. FMT Solutions and Welch Financial Planning, LLC are not affiliated. The information in this material is not intended as tax or legal advice. Please consult a tax or legal professional for specific information regarding your individual situation.

 

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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