Retirement 101

Retirement 101 is an entertaining and informative adult financial course in North Carolina designed for adults between the ages 50 and 70. Classroom sessions are instructed by a Certified Financial Planner®.

Program Curriculum

This course will help you learn 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 assets within your employer retirement plan
  • Use five investment strategies to minimize risks and maximize returns
  • Ask the right questions when evaluating insurance coverage
  • Ensure that your estate plan still functions properly under new laws

Fees

Tuition (includes textbook) = $79

Schedule of Classes

Wednesdays, 9/17, 9/24, and 10/1 from 6pm - 8:30pm
Saturdays, 9/20 and 9/27, from 9:15am - 1pm.

Legal Disclaimer

Retirement 101 is strictly educational and non-commercial. No specific financial products are discussed or sold. 

Register

For more information or to register over the phone, contact Suzanne Suddarth at 336.316.2169.

 

Schedule of Classes

Wed Sep 24

Retirement 101

6:00 PM - 8:30 PM
Sat Sep 27

Retirement 101

9:15 AM - 1:00 PM
Wed Oct 01

Retirement 101

6:00 PM - 8:30 PM