06/08/2019 at 9:00 am - 12:00 pm Location:
Carlsbad Dove Library
1775 Dove Lane
Carlsbad, CA 92011
This is a 2 Day Course
Saturdays – June 8th and June 15th
Course Code: RGMDL0608
This is a Complimentary Educational Course and is offered FREE of Charge, but Seating is Limited and Advance Registration is Required.
Register on-line now! or
Register by phone ~ Call 760-691-5809 or
Complete registration form on mailer and mail to the address indicated.
RETIRE ME WITH MONEY 101
COURSE PREVIEW ~
Section 1 – Retirement Income Strategies
Section 2 – 21st Century Investing
Section 3 – Retirement Account Rules
Section 4 – Health Care in Retirement
Section 5 – Retirement Lifestyle
Section 6 – Estate Planning
Who Should Consider Attending ~
If you and/or your significant other are nearing retirement, recently retired, or have been retired for many years, this course may be time well spent. Regardless of which stage of retirement you’re in, you’ll learn important strategies that may help you protect your wealth, minimize your taxes, maximize your Social Security benefits, and have a better understanding of the products and investment strategies available to you during your retirement years.
Unbiased Financial Information ~
Finding unbiased, trustworthy financial information today can be a challenging task, making it difficult to make informed investment decisions. When it comes to important subjects like retirement planning, it makes sense to learn as much as possible in order to make a more informed investment decision.
Classroom Instruction ~
Retire me with money 101 is designed to not only be informative, but also entertaining. You will be instructed by a qualified financial professional who will use their experience and stories to elevate the presentation. The interactive lecture format will be made enjoyable by encouraging attendees to be interactive and ask questions throughout the course.
Optional Consultation ~
You may have specific questions related to your specific situation. Should you have additional questions, our instructor will schedule a private, complimentary consultation with you.
Your Instructor ~
Lasting relationships are built over time. Galen Maddy has spent more than four decades helping clients manage and build their wealth. As a fiduciary, Galen focuses not only on sound investment advice, but also in client education. He is an instructor of investment classes for pre-retirees and retirees as well as well as an author and columnist and, of course, a one-to-one fiduciary advisor with his clients. A U.S. Marine Corps Veteran, Galen devotes many hours as a consumer advocate helping Veterans through his organization, Veterans’ Friend,. He is the author of the book “In Your Service”, now in it’s second printing. His expertise is as a Retirement Plan Income Specialist.
Member, Council of Financial Educators (COFE)
Member, National Ethics Association (NEA)
Member, American Society of Fiduciary Educators
A+ rating, Better Business Bureau (BBB)