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Retirement Planning Today

ID : 16738   
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You've worked hard to provide for your family and save for your future. Now, there is a course that teaches how to keep more of what you earn and make your money work harder for you. Whether you are just beginning to develop a retirement plan or rapidly approaching retirement, you should enroll in this course. You will learn how to define long-term goals and return from the class with practical information you can apply immediately. This course includes a 223-page illustrated textbook.

Couples may attend together for a single registration fee. Class sizes are limited so register today.

Course topics include:
  • Determine the amount of money you need to retire
  • Create your own goals for a "successful retirement"
  • Eliminate debt and improve cash flow
  • Properly convert your IRA to a Roth IRA
  • Select the retirement plan distribution choice that is right for you
  • Plan your retirement income to preserve a comfortable standard of living
  • Transfer the risk of potential financial losses before or during retirement
  • Reduce or eliminate taxes, expenses, delays and legal challenges with estate planning
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Class Details

2 Session(s)
Weekly - Tue

Location
SCF Lakewood Ranch (CIT)

Instructor
Brian Pope 

 

Notice

Please read: 
For assistance with registration, please call 941-363-7264

Fee: 

$49.00

Registration Closes On
Monday, January 27, 2025 @ 11:59 PM

Schedule Information

Date(s) Class Days Times Location Instructor(s) Instructional Method
1/28/2025 - 2/4/2025 Weekly - Tue 06:30 PM - 09:30 PM Sarasota, SCF Lakewood Ranch (CIT)  Map, Room: 116/117 (Selby Room) Brian Pope  Classroom

Other Class Offerings

Retirement Planning Today
ID: 16740

01/30/25 - 02/06/25
Weekly - Thu
2 sessions.

Location
SCF Lakewood Ranch (CIT)

Instructor
Brian Pope

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