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Boomer Retirement Course: The Rules Have Changed! (Tuesday)
February 7, 2017 @ 6:30 pm - 8:30 pm - $29
Course Schedule (2) Sessions:
Tuesday February 7 & Tuesday February 14 from 6:30pm to 8:30pm in Echelon III, Room 208
“I wish I would have taken this class years ago…”
The curriculum for this course is based on recent academic research from various institutions.
We will explore in detail a fundamental shift in retirement planning that is affecting the Baby Boomer Generation. This course is designed as a comprehensive personal finance course for those who are focused on retirement and income optimization options and strategies. It addresses difficult retirement decisions such as:
Why the Retirement Rules Have Changed
Optimal Asset Allocation
The Three Income Planning Techniques
Social Security Maximization
Integrating Money and Life
“The information on Social Security alone was worth the price…”
YOU WILL RECEIVE:
We will provide you access to financial tools that will help you better understand risk, taxes, budgeting and estate planning. The cost to attend this course includes all course materials. The items you will receive are:
Baby Boomer Retirement Course Workbook to follow along in class
Getting Your Financial House in Order Self-Study Guide
Getting Your Estate in Order Guidebook
The Personal Wealth Index Questionnaire and Customized Report
“Great Handouts – now we have an idea of what we are doing!”
What are my transportation/parking options for getting to and from the event?
There is plenty of free parking in the lot for Echelon (building) III
What can I bring into the event?
Bring a light sweater if you tend to get cold. Food and drink is allowed in the classroom. An understanding of your spending needs (budget) in retirement.
How can I contact the organizer with any questions?
Contact Lisa Watt 512-638-9499
What’s the refund policy?
Your ticket is 100% refundable up to the day of the event
Do I have to bring my printed ticket to the event?
Is my registration fee or ticket transferrable?
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