Getting Ready for Retirement™

Financial Education Course for Adults

Getting Ready for Retirement™ - Course Catalog FBA

Thursday, February 27th
6:30pm to 9:30pm

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This course shows you how to assess your current financial situation and develop a personalized plan to pursue your retirement goals.

The financial landscape is always changing. New tax laws are taking effect, the stock market is experiencing unprecedented volatility, and the cost of healthcare is rising. Now, more than ever, it is important to have sound financial strategies in place to ensure a successful retirement. Whether your objective is to build a nest egg, protect your assets or preserve your standard of living throughout retirement, this course will help you plan your future with confidence.

This course has valuable information for everyone. We discuss the many ways to save for retirement and the advantages of each. You will learn how to potentially save money on taxes, help manage investment risk and protect your assets from potential long-term health care expenses.

Register today to learn:

  • Plan the retirement of your dreams
  • Avoid running out of money in retirement
  • Define your financial position for retirement
  • Minimize taxes on your investments
  • Maximize ways to save for retirement
  • Reduce tax on Required Minimum Distributions

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