Retirement Planning Today™
Retirement Planning Today™
An Educational Course for Adults-Ages 50 to 70
Fall Seminar Dates:
Monday's October 19, 26 and November 2, 2009 OR
Time: 6-8:30 pm each evening
Location: Bryan Jr. Auditorium
Spring Seminar Dates:
Wednesday's January 27 and February 3rd, 2010 OR
Mondays' February 1 and 8, 2010
Time: 6-9pm
Location: TBA
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.