Course Description: Personal Retirement Analysis Workshop

Create your personalized retirement analysis through professional 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 personal retirement plan. This course is best suited for those considering retirement in the next few years or those that are already retired. Students must attend both the group and individual class sessions. The individual session will be scheduled as a one-on-one consultation with a Certified Financial Planner (CFP) within two weeks after the group led class. Couples are encouraged to attend together. Register your partner/spouse at the time of registration for an additional $25.

Available Dates