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Course Detail: PER704 - Your Retirement Toolkit

Planning for a retirement transition doesn't have to be intimidating or daunting.

After completing this course, you should have a higher level of comfort with all the key areas of retirement planning. This includes discussions on identifying your income need while navigating Social Security, employer sponsored plans, long term care, and tax efficient withdrawals of your own savings. This class will be broken into two workshops over two weeks and all participants will leave with their own workbook.

After all your years of working, it's time to enjoy your transition to retirement!

Instructor John Foxworthy has been providing financial advice to families in the Fort Wayne area for nearly 10 years. Specializing in retirement and education planning, his ultimate goal is to empower his students by giving them the knowledge they need to make confident financial decisions.

Available Sessions - Click on date(s) below.