Financial Education in Six Key Steps
“Six Keys to a Successful Retirement.” Two engaging evenings. One empowering course!
Six Keys to a
Successful Retirement
Retirement Planning University® aims to help you have the knowledge you need for today’s retirement. The “Six Keys to a Successful Retirement” course consists of a live-lecture format over two evenings. An accompanying workbook makes it easy to follow along with each lesson — and serves as a handy reference tool after the course is complete.
COURSE SCHEDULE Part 1 | First evening
This first session focuses on the basics of planning for a comfortable retirement, including investments, estate planning and taxes.
INVESTMENT PLANNING
ESTATE
PLANNING
TAX
PLANNING
COURSE SCHEDULE Part 2 | Second evening
In this session, you’ll learn potential strategies on how to avoid the costly mistakes that many non-professionals make when it comes to Social Security, health care expenses and having enough income in retirement.
SOCIAL SECURITY
PLANNING
HEALTH CARE
PLANNING
INCOME
PLANNING
For some participants, completion of the first two sessions will mark the end of their financial journey with Retirement Planning University®.
However, if you’re someone who’s eager to put your own financial plan in place, we encourage you to schedule a FREE, one-on-one strategy session!
STRATEGY SESSION Part 3 | Consultation
Your class includes the opportunity to meet one-on-one with a Retirement Planning University® instructor about your personal financial situation — the equivalent of “Office Hours” in a university setting. While this private session is not mandatory, many participants describe it as the highlight of the course!
During this consultation, you will meet with an actual financial professional who focuses on retirement planning. They will answer your retirement questions and help you apply the course material to your personal situation.
Successful retirees know that knowledge is power — and that now is the time to take charge of your financial future.