Pre-Retirement Classes

Retirement University believes that the key to a comfortable retirement is planning ahead.  Whether you are two weeks or two years from retirement, you should develop a well thought out plan for how you are going to spend not only your hard earned resources, but also your hard earned TIME  in retirement. In addition, it is imperative that you understand the complex world of income replacement, asset protection, and  legacy planning for your family.  Retirement University has experts who will teach you what to look for when seeking assistance in each of these areas, as well as provide real life case studies that highlight both "good" and "bad" decisions that retirees have made when navigating the planning landscape.  The class will focus on five key items:

Paycheck Replacement Planning
Money Management
Tax Minimization
Estate and Legacy Planning
Late Stage Retirement Planning


The classes are half-day sessions which include interactive, take-home workbooks as well as a complimentary meal during a lively, question and answer session. 

Retirement University will attempt to address the frequent concerns that pending retirees have such as:

"How can I assure myself that I have enough to retire and that I can care for my family during retirement?"

"How do I find someone to assist me in managing the money that I have in my retirement accounts?"

"How can I leave money to my family or charity in a responsible way that is also tax efficient?"

"How can I make sure that I am not a burden to my family or relatives later in life?"

Let Retirement University  be your guide to becoming an "informed delegator" during the retirement planning process.  The half day class schedules vary and seating is limited, so sign up today for our next offering of wonderful learning opportunities.



PROGRAM COST: includes educational workbooks and meal at the class.  Spouses are highly encouraged to attend at no additional cost.