Continuing Education

Retirement Planning Fundamentals

Course Detail

Retirement Planning Fundamentals  image

Retirement Planning Fundamentals is a must if you are over the age of 55. This three-week class focuses on how you may prepare for a comfortable retirement. This course introduces you to concepts and strategies that may help you handle your day-to-day finances, potentially reduce your taxes, and manage your investments. You will also be given the opportunity to have a one-on-meeting with a financial advisor. In this meeting, you can assess your current financial situation and develop a personalized plan that may help you pursue your retirement goals. This is an optional offering and is not required. Couples are invited to attend for one fee.

You will register at one time as a couple and be prompted to enter your guest's name during registration.

Select a session to register

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