An Educational Course for Adults - Age 50 to 70
Plan with clarity and confidence in a changing financial world.
This course consists of two 3-hour sessions that blend real-world financial strategies with life planning.

WILL YOU HAVE ENOUGH TO RETIRE COMFORTABLY?

Retirement today looks very different than it did a generation ago. With rising inflation, changing tax laws, and the decline of traditional pensions, planning for the future has become more complex and personal.

Retirement Planning Today® is a comprehensive course designed to help you take control of your financial future. You’ll leave with practical tools, valuable knowledge, and greater clarity about your next steps.

IN THIS COURSE YOU’LL DISCOVER PRACTICAL STRATEGIES TO HELP YOU
✔️ Estimate how much money you’ll need in retirement
✔️ Build a personalized plan to create lasting income
✔️ Minimize taxes on retirement savings under current laws
✔️ Understand Social Security, Medicare, and long-term care options
✔️ Avoid common mistakes and planning roadblocks
✔️ Explore estate planning tools like wills and trusts