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 focus of the classes will be these four key items:

Paycheck Replacement Plans
Investment  Management
Tax Minimization
Estate and Legal 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. 

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.