We host a variety of educational events throughout the year. If you are interested in attending any of our upcoming events please register below or contact our office. We hope you can join us!
Retirement Planning Today
Our next Retirement Planning Today is on the books!
Reserve you seat and bring a Guest, for FREE!
Dates:
Tuesday Session - March 19th and March 26th
Thursday Session - March 21st and March 28th
Times:
6:30PM – 9:30PM
Location:
Bluegrass Community College - Georgetown, Ky Location
200 Technology Court
Georgetown, KY 40324
(Class is LIMITED to 40 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.
Topics Covered in this Course:
Section 1 – Life Planning for Retirement
Section 2 – Retirement Needs & Expenses
Section 3 – Retirement Roadblocks & Mistakes
Section 4 – Retirement Income Sources
Section 5 – Retirement Plan Distributions
Section 6 – Investments
Section 7 – Risk Management (Insurance)
Section 8 – Estate Planning
Register Online Here!
https://rpt.rsvp.courses/Register/CourseInfo?id=RZYV1V
or Register by Phone:
502-890-2010
Call us today with questions or to
register. We accept Visa, MasterCard,
American Express or Discover
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 $59 which includes all of your course workbooks! Participants may also bring a guest at no additional charge. Additional workbooks may be purchased for $25.
This course is educational and non-commercial. No specific financial products are discussed or sold.