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Baby Boomer Retirement Course - The Rules Have Changed!
Baby Boomer Retirement Course - The Rules Have Changed!
When:Option 1: Course beginning on 02/12/19
Option 2: Course beginning on 02/14/19
Where: CERA - Corporate Employees Recreation Association
Cost: $49.00 Early Registration, $59.00 Regular
Register Now
Course Summary

This Baby Boomer Retirement Course is a sequence of 3 consecutive sessions designed for those in the early stages of retirement or those about to retire.

This series will look at topics that can be challenging during retirement such as asset risk, retirement income, and estate issues, as well as other topics that can effect retirement. The curriculum for this course is based on recent academic research from various institutions.

TOPICS COVERED:

We will explore in detail a fundamental shift in retirement planning that is effecting the Baby Boomer Generation. This course is designed as a comprehensive personal finance course for those who are focused on retirement and income optimization options and strategies. It addresses difficult retirement decisions such as:

  • Asset Allocation Considerations
  • Income Planning
  • Social Security Maximization
  • Working with Your Core Priorities
  • Integrating Money and Life

YOU WILL RECEIVE:

We will provide you access to financial tools that will help you better understand risk, taxes, budgeting and estate planning. The cost to attend this course includes all course materials. The items you will receive are:

  • Baby Boomer Retirement Course Workbook to follow along in class
  • Getting Your Financial House in Order Self-Study Guide
  • Getting Your Estate in Order Guidebook

                                                                                       

 

REGISTRATION INSTRUCTIONS:

Please click the Register Now button to register for this course. On the next page you can select the dates you wish to attend and pay the course tuition fee. 

Course Date / Times
Dates Times Notes
Upcoming Times
Option 1
Tuesday,
2/12/19
6:00 PM to
8:00 PM
Session 1 of 3 Register
Tuesday,
2/19/19
6:00 PM to
8:00 PM
Session 2 of 3
Tuesday,
2/26/19
6:00 PM to
8:00 PM
Session 3 of 3
Option 2
Thursday,
2/14/19
6:00 PM to
8:00 PM
Session 1 of 3 Register
Thursday,
2/21/19
6:00 PM to
8:00 PM
Session 2 of 3
Thursday,
2/28/19
6:00 PM to
8:00 PM
Session 3 of 3
Course Instructor

Tim Estes, CFP is a nationally-recognized Financial Educator, Author, Speaker and Investor Coach. As a featured guest, you may have seen or heard Estes on TV or radio, including CBS11 – KTVT and BizRadio. His financial expertise has been sought and quoted in the media, including MD News, Fort Worth Star-Telegram and Fort Worth Business Press. As a retired Naval fighter pilot and commercial airline pilot, Tim brings real world experience and gripping stories to his presentations. Tim and Julie have been married for over a quarter of a century, and enjoy time with their daughters, Amanda, Brie, and Amanda (ask him how), snow skiing, wine tasting and traveling.

Location

CERA - Corporate Employees Recreation Association

3300 Bryant Irvin Rd.
Fort Worth, Texas 76100

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Payment / Security
We accept:
Visa Discover MasterCard American Express
For Your Security
Accept Credit Cards
Support / Questions

For questions, please call 817-444-8402