What?
Classroom Instruction on Professional Retirement Planning Strategies
Where?
DFW-Area College Campuses: UTA, Tarleton Fort Worth, and TCC Northeast
When?
Multiple Convenient Dates Offered in the Spring and Fall Semesters
Being Prepared Matters
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.
Register to learn how to:
- Create the retirement of your dreams.
- Avoid running out of money in retirement.
- Minimize taxes on your investments.
- Reduce tax on Required Minimum Distributions.
- Determine how much money you’ll need to retire.
- Establish clear goals and objectives to stay on course for retirement.
- Help reduce or eliminate taxes, delays, expenses, and legal challenges.
- Define your financial position for retirement.
Who should Attend?
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 healthcare expenses.
Most importantly, this course shows you how to assess your current financial situation and develop a personalized plan to pursue your retirement goals.
Want more details? Request the official Getting Ready for Retirement™ Course Catalog to get all the course information and dates for this semester.
This Course Includes:
Classroom Instruction
Classes are led by a CERTIFIED FINANCIAL PLANNER™ who fills the course with valuable information and real-life examples. This format encourages participation and questions are welcomed.
Course Textbook
to Take Home
Tuition includes a textbook written and designed by the instructors, with examples and interactive material that is yours to keep. This book is written to be easy to understand, and will help you follow along in class.
Comprehensive Learning
Designed to help you see the “big picture,” this class offers you the opportunity to learn about the many various aspects of personal finance and how they work together to design a successful retirement plan.
Optional Private Consultation
If you have questions that are personal in nature or would like to learn more, you are invited to arrange a meeting with your instructor after class. This private consultation is included for all students, but is not required.
Request the Course Catalog Today
Want more details? Request your copy of the official Getting Ready for Retirement™ Course Catalog to get all the course information and dates for this semester delivered straight to your inbox.
Upcoming Class Schedule
No event found!