Retirement Planning Today™

Retirement Planning Today™

An Educational Course for Adults-Ages 50 to 70

Retirement Planning

 

Seminar Dates

(Please choose from the Wednesday or Monday Session)

  • Wednesday, October 22, 29, and Wednesday, November 5, 2008 from 6-8:30pm Duke Memorial Hall, Leak Room (Course cost is $79)
 
  • Monday, October 27, and Monday, November 3, 10, 2008 from 6-8:30pm, Duke Memorial Hall, Leak Room (Course cost is $79)

Attend this course and learn how to

  • Create a plan to retire early
  • Integrate your finances with your goals and values
  • Use new tax law changes to your advantage
  • Properly allocate your assests within your employer retirement plan
  • Use five investment strategies to minimize risks and maximize returns
  • Ask the right questions when evaluating insurance coverage
  • Insure your estate plan still functions properly under new laws

Retirement Planning Today™ is both entertaining and informative. Classroom sessions are instructed by a qualified financial professional. The course includes a textbook with examples and illustrations. The Instructor is Patrick Rush a CFP® and CLU and has been teaching money management seminars for almost a decade. He holds and MBA in Finance and works for one of the largest financial service companies in the world.

*Retirement Planning Today™ is educational and non-commercial. No specific financial products are discussed or sold.

For more information or to register over the phone please contact Suzanne Suddarth, Program Manager, Professional Development and Training Center at 336-316-2169 or by email ssuddart@guilford.edu.