Retirement Planning Today® Workshop

In simple language, Retirement Planning Today® explains time-tested strategies that help you to make informed financial decisions. Whether your objective is to build a nest egg, protect your assets or preserve your lifestyle throughout retirement, this course helps you plan your future with confidence.

Review a course outline below.

By attending Retirement Planning Today®, you learn about the many ways to save for retirement as well as the advantages and disadvantages of each. You discover how to save money on taxes, manage investment risks and protect your assets from potential long-term health care expenses. Above all, this course shows you how to assess your financial situation and develop a personalized plan to achieve your retirement goals.

This course includes a 223-page illustrated textbook. Couples may attend together for a single low registration fee. 

Questions and active participation from the attendees are highly encouraged.  Given that retirement needs are unique and based on personal circumstances, no personal investment advice is offered during the course.  This course is for educational purposes only. Promoting, recommending, or selling any specific financial products during the class is strictly prohibited.

The Presenter, Wendell Brock, MBA, ChFC, is an experienced financial educator, having taught hundreds of workshops over the years to thousands of people. You can learn more about him here.

Retirement Planning Topics Covered During the Course

Day 1

•Section 1 – Life Planning for Retirement

•Section 2 – Retirement Needs & Expenses

•Section 3 – Retirement Roadblocks & Mistakes

•Section 4 – Retirement Income Sources

Day 2

•Section 5 – Retirement Plan Distributions

•Section 6 – Investments

•Section 7 – Risk Management (Insurance)

•Section 8 – Estate Planning

Workshops are presented to the public as well as through corporate sponsors for their employees to learn more or for information on upcoming workshops simply fill in the form below:

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*Retirement Planning Today is a registered Trademark of FMT Solutions and is used by license.