Retirement 101 is an educational program offering information vital to anyone approaching the transition to retirement. Don introduces the participants to the planning process and then, over four sessions, pieces together the elements that make up a solid retirement/financial plan. The primary objective of the program is to address the many concerns of people preparing for retirement.
The course concludes with an optional planning consultation that allows the attendees to focus on the specifics of their own situation. The consultation produces a comprehensive financial plan, offering the attendees an objective view of their position. Weaknesses are pointed out and planning opportunities are identified.
The program is geared to people who intend to retire in the next ten years.
Retirement 101…
· consists of four - 2.5 hour sessions held one night a week for four weeks.
· participants are encouraged to bring their spouse (if applicable).
· sessions are conducted in a comfortable classroom format and offer ample opportunity for attendees to ask questions.
· supplies each participant with a workbook covering all course material.
· includes an optional financial planning consultation. During the consultation a written financial plan is developed. This is strictly a financial plan, not an investment plan. It does not include the recommendation of any specific investment products.
Retirement 101…
· can be customized