Preparing for retirement is one of the most important concerns we have today. Retirement costs are rising, the future of Social Security is uncertain, and many people have not accumulated the savings they will need to enjoy the retirement lifestyle they deserve. Join investment professionals for this introduction to the concepts and practices that will help make retirement possible and comfortable. You'll learn how to get the most from guaranteed investments, tax-free income, and estate planning. For those already retired or planning to retire in the next 10 years, the seminar takes a conservative approach to wise money management in addition to identifying lifestyle issues facing mature Americans. The registration fee includes an in-depth workbook with valuable exercises and worksheets.
Dates, Times and Locations:
ALP501A - three Tuesdays, October 10, 17 and 24, 6-8:30 p.m.
USI, University Center East, 10th:Room 2217-2218, 17th:Room 2207, 24th:Room 2219-2220
ALP501B - three Wednesdays, November 1, 8, and 15, 6-8:30 p.m.
USI, University Center East, Room 2217-2218
Registration Fee: $69 for an individual OR for two registering together and sharing materials, at least one week before the start of the class, thereafter, $89 for an individual OR for two registering together and sharing materials.
“The great value of this course is compiling our own information and prompting us to review and update our estate plan.”
Stewart and Mary S.
“You don’t realize how much it costs you to NOT attend and not complete the data form and review process.”
“[This is] a source of information that causes one to realize how unprepared one is for retirement, but offers sound direction to begin making changes.”
“This class will help define where you’re at; ‘Are you ready to retire, do you need to make changes, etc.?’”
Phil and Carol C.
“[This class is] an asset if you are planning to retire with money to spend. It helped us to understand many aspects of retirement and finances.”
“This course is designed for all age groups and persons of differing financial positions.”
“If you are serious about the quality of your retirement, then you owe it to yourself to attend.”