Course Description: Personal Retirement Analysis: Retirement Readiness (ages 55+)
If you are nearing retirement or already retired and wondering if you can better define your financial plan, then this course is for you. Create a personal retirement analysis through rare access to one of the best financial planning programs in the industry, guided by a CERTIFIED FINANCIAL PLANNER?. Clarify your current path and learn critical concepts to maximize your retirement dollars and align your financial goals with your values. Walk away with clarity and understanding of your unique situation, and a personal comprehensive financial plan. Students must attend the first two class sessions. The third session will be scheduled as a one-on-one consultation with a financial planner. Couples are encouraged to attend together. Register your partner/spouse for an additional $25.