About the Class
Take control of your financial future
Financial education is lacking throughout much of the country — especially in our own backyard. As employers freeze traditional pensions and shift toward individually funded plans, it has never been more important to take control of your financial future.
The Retirement Readiness Class helps attendees lay the groundwork for their own personal retirement plan. Whether retirement is approaching soon or is still many years away, the class provides practical information to help you make informed decisions.
Even those who have already started planning can benefit — gaining greater confidence that they are on the right path toward their goals.
Financial education — not a sales presentation
Knowledge is your greatest investment
The internet gives us access to more financial information than ever. The real challenge is understanding that information and navigating an increasingly complicated retirement landscape.
There is nothing to buy during this class. The program is built to save you time — educating you on the major components of a sound financial plan and helping you begin creating your own retirement strategy.
Who should attend?
Built for those planning their own path
This class is designed to show attendees how to create their own personal retirement plan.
Material is primarily geared toward individuals age 50 and older.
Topics covered
The full class curriculum
- Retirement goals
- Income sources
- Social Security
- Taxes
- Retirement plan distributions
- Retirement needs & expenses
- Investments
- Estate planning
- Insurance & Medicare planning
Ready to begin?
Reserve your seat at the Retirement Readiness Class
Choose your class dates and complete your registration in just a few minutes — your seat is confirmed as soon as you're done.
Register for the class