Retirement Planning Classes

Retirement Planning Today Class – March 2026

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(Class is LIMITED to 35 Participants. Register ASAP to reserve you and your guest a spot!)

This highly educational and interactive course explains time-tested strategies that help you make informed retirement planning 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 retirement with confidence.

Questions and active participation from the attendees are highly encouraged given that retirement needs are unique and based on personal circumstances. The course is open to the public and advance registration is required.

The cost of the course is only $59 which includes all of your course workbooks! Participants may also bring a guest at zero additional charge. Additional workbooks may be purchased for $30.

This course is educational and non-commercial. No specific financial products are discussed or sold. Please feel free to reach out to our team if you have any questions at all! We look forward to seeing you in class!

Benefits Of Attending

The Difference between Education and Information. You can find trendy financial news almost anywhere but it is difficult to use this information to make informed decisions and create a plan for your retirement. This course is designed to save you time by delivering comprehensive knowledge you can easily apply to your situation. When it comes to important subjects like retirement planning, it makes sense to learn from a reliable, trusted source.

Learn Ways To…

  • Create a plan to retire early
  • Handle retirement with rising inflation
  • Build an income plan for your retirement
  • Plan for retirement during market volatility
  • Use the latest tax law changes to your advantage
  • Properly allocate your assets within your employer retirement plan
  • Use 5 investment strategies to help manage risk

Course Textbook

This course includes a financial planning and retirement textbook with examples and illustrations, which is yours to keep. It helps you follow along with the classroom presentation and also contains valuable bonus worksheets. Written in easy-to-understand terms, your textbook helps you learn more about the financial concepts discussed in class, provides a step-by-step process to apply your knowledge and becomes a useful reference tool after the course is complete.

Optional Consultation

If you have financial questions that are personal in nature or relate to specific financial products, you may arrange to meet privately with your instructor after the course is complete. This consultation is complimentary for class attendees but is not required.

Course Outline

Section 1: Life Planning for Retirement

  • Traditional vs. new retirement
  • New retirement opportunities
  • Values and objectives in nine areas of life
  • The retirement planning process

Section 2: Retirement Needs & Expenses

  • Early retirement trends
  • How long must your money last?
  • Inflation, prices and purchasing power
  • Retirement expectations
  • How much will you need to retire?
  • Can you retire today?

Section 3: Retirement Roadblocks & Mistakes

  • Ten retirement planning mistakes
  • Financial and cash–flow statements
  • Credit and debt
  • Taxes and marginal tax rates
  • Eleven strategies to save money on taxes
  • Taxable investments
  • Capital gains income tax exclusion
  • Investments with tax advantages

Section 4: Retirement Income Sources

  • Traditional IRAs
  • Roth IRAs
  • IRA to Roth IRA conversions
  • Other retirement income sources
  • Social Security eligibility and benefits
  • Employment income and Social Security
  • Employer–sponsored defined benefit plans
  • Employer–sponsored defined contribution plans

Section 5: Retirement Plan Distributions

  • Retiring or changing jobs?
  • Defined benefit and contribution plans
  • Three important considerations
  • Lump sum vs. IRA transfer vs. annuity payments
  • Rollovers, direct rollovers and transfers
  • Annuity income and choices
  • Early retirement considerations
  • Minimum required distributions

Section 6: Investments

  • Considerations before you invest
  • Cash accounts
  • Stocks and bonds
  • Mutual funds
  • Exchange traded funds
  • Unit investment trusts
  • Individually managed accounts
  • Tax–deferred annuities
  • Investment risk management strategies

Section 7: Risk Management & Asset Preservation

  • Disability income insurance
  • Health insurance and Medicare
  • Long–term care and insurance
  • Comparing life insurance

Section 8: Estate Planning

  • Planning for incapacity
  • Taxes
  • Shortfalls of will–only estates plans
  • Probate
  • Gifting assets
  • Joint ownership of property
  • Direct transfer assets
  • Types and benefits of trusts

Practical Retirement Education

You can find trendy financial news almost anywhere but it is difficult to use this information to make informed decisions and create a plan for your retirement. This course is designed to save you time by delivering comprehensive, objective knowledge you can easily apply to your situation. When it comes to important subjects like retirement planning, it makes sense to learn from a reliable, trusted source.

Learn Ways To…

  • Determine the amount of money you need to retire
  • Understand how inflation can impact your retirement planning decisions
  • 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

Who Should Attend?

Retirement Planning Today® contains something for everyone. We address financial issues that pertain to the self-employed as well as employees of corporations and government agencies. The course is designed to teach you how to build wealth and align your money with your values to accomplish your goals in life. Whether you plan to retire 20 years from now or have just recently retired, the information you learn in this class can deliver rewards throughout your lifetime.

Why Financial Education is Important

Due to recent tax law changes, an uncertain future for Social Security and the shift toward employee-directed retirement plans, the need for sound financial strategies has never been greater. In straightforward language, this class explains strategies that help you to make informed financial decisions. Whether your objective is to build a nest egg, preserve your assets or maintain your lifestyle throughout retirement, this course helps you plan your future with confidence.

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 preserve your assets from potential long-term health care expenses. Above all, this course shows you ways to assess your financial situation and develop a personalized plan to help achieve your retirement goals.

Your Instructors

John D. Davis, AAMS®

Founder & CEO

Josh Dunn, CFP®

Wealth Advisor
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Event Information
  • Date:
March 3 & 10 OR March 5 & 12
  • Time:
6:30 pm — 9:30 pm
  • Location:
Bluegrass Community & Technical College (BCTC) - Georgetown-Scott County Campus
200 Technology Court
Georgetown, KY 40324
Register Here
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