Date/Time:
Tuesday, October 8th at 6:30 pm - 8:30 pm

Location:
Western Reserve Academy – Murdough Center – MAC Room
115 College Street
Hudson, OH 44236

Western Reserve Academy
Murdough Center – MAC Room

SAFE & SECURE RETIREMENT PLANNING
Course Code – RJBWRA1008

This is a 2-Night Event – Tuesdays – 10/8 & 10/15

 

3 Easy Way to Register

• Register on line now!
• Register by phone – 330-427-4551 (lines open 24/7)
• Complete the registration form on your mailer

Tuition $49.00 – and couples attend for the cost of one!

 

SAFE & SECURE PRINCIPLES OF RETIREMENT INCOME PLANNING

A COMPREHENSIVE RETIREMENT PLANNING COURSE FOR RETIREES AND THOSE
PLANNING FOR RETIREMENT

Think about everything you’ve been led to believe about investing, the stock market and retirement planning. How much of that do you think is accurate? You may be overwhelmed with conflicting information. You may also be in for some unpleasant financial surprises in your retirement – potential hidden bombshells which you may or may not even recognize until it’s too late to fix them.

That’s why we’re inviting you to attend our comprehensive educational course, Safe & Secure Principles of Retirement Income Planning. We’ll help you understand key concepts and sound principles that will make a difference as you plan your anticipated income in retirement.

Course Outline –

• Section I: The Base
• Section II: The Color of Money
• Section III: Conservative Investing
• Section IV: Risk and Reward with Balance
• Section V: Main Street vs. Wall Street

Who Should Attend –

• Individuals or couples age 50 and up
• Investors concerned about the future of tax rates and inflation
• Baby Boomers concerned about income planning
• Conservative investors looking for alternative to status quo models that may not be working
• Anyone who is worried about or want to better understand their retirement plan

Students will receive all required course materials, including the Course Workbook and Handouts, Asset Review Forms, and a Personal Strategy Session.