Over the past decade, individuals have become more responsible for their retirement than ever before, which means that the need for smart and proactive financial planning has never been greater.
Foundation for Retirement is a two-day course that starts at the beginning of the retirement planning process and focuses on key foundational concepts such as goal-setting, living expense calculations, and inflation planning.
This course is held all around the country at universities, libraries, and community centers, but is not affiliated with any of these locations.
What you will discover:
How to invest in today’s economy
How to create a retirement income plan
How to estimate and account for potential increases in healthcare costs
How to determine how much risk is appropriate for your retirement
And much more!
This educational course was developed for adults ages 50-70 with at least $250,000 of investible assets. There is no cost or obligation, but seating is limited. Reserve your spot today!