Course Description: Personal Retirement Analysis: Retirement Refresh (ages 65+)
If you are 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?. Redefine your financial goals, align them with your values, and consider your legacy. Evaluate your current path and learn critical concepts to help maximize your retirement dollars through income distribution and tax strategies. 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. This course is intended for students aged 65+. Couples are encouraged to attend together. Register your partner/spouse for an additional $25.