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Are there ways to help reduce the effects of inflation?
Retirement Planning Financial Education
Key Retirement Planning Issues Financial Strategies for Successful Retirement ® introduces you to concepts and strategies that may help you spend your retirement comfortably and in control of your finances. This informational seminar will focus on money management strategies and lifestyle issues facing retirees. You will hear strategies that could help you manage your investments and retirement plan. The seminar will also discuss the effects of inflation and the possible costs of long-term care. The information is designed to help you prepare for a comfortable retirement.
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Your presenter provides information that is current, comprehensive, and noncommercial. The seminar has been carefully designed to provide the information you may need, without overloading you with unnecessary financial jargon. The complete curriculum is provided on page 4.
An Optional Personal Plan and Consultation You will be provided with a Personal Financial Data Form and step-by-step instructions for developing a written summary of your finances. This form may help you develop a written summary of your assets, income, and Social Security and pension benefits. At your discretion, you may submit this to your presenter, who will review it. You are entitled to an optional, one-on-one consultation after the conclusion of the seminar. This is your opportunity to ask specific questions regarding your financial future and goals and to go over the financial data form if you submitted it.
Teaching Format Financial Strategies for Successful Retirement has been created to provide personal money management education. A “hear it, see it, read it, write it” teaching method makes it possible for you to understand and retain the information covered. The content in the workbook you receive corresponds with the presentation materials to illustrate key financial concepts. The seminar offers practical exercises and examples that you may be able to apply to your situation. The class is enlightening and exciting. Attendees may participate and are encouraged to ask questions.
Who Should Attend This course may be for you if you are nearing retirement, already retired, or beginning to develop a retirement plan and are interested in hearing concepts and strategies that may help you make appropriate choices when confronted by investment alternatives, insurance coverage, increasing health-care costs, tax reduction methods, and proper disposition of your estate at death. Retirement planning is for everyone, and it is never too late to begin.
Sponsored by Corporations, Organizations, and Colleges Throughout North America Offered throughout the United States and Canada by trained, licensed professionals. The seminars have been sponsored by over 1,800 corporations, 1,200 organizations, and 1,800 educational institutions. For a partial list of locations where seminars have been conducted, refer to page 5.
