This Baby Boomer Retirement Course is a sequence of 2 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.
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
- The Personal Wealth Index Questionnaire and Customized Report
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.
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|Session 1 of 2||Register|
|6:15 PM to
|Session 2 of 2|
Mr. Browne, as an independent fiduciary advisor and founding principal of Irongate Advisory, brings 27 years of real world experience to the classroom. The course content is delivered with real life scenarios that make it easy to understand.
Investment advisory services are offered through Brookstone Capital Management, LLC (BCM), a Registered Investment Advisor. BCM and Irongate Advisory are independent of of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed agents. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
Elgin Community College1700 Spartan Drive
Room 100.01 BLDG E
Elgin, IL 60123
This instructor is not affiliated with Elgin Community College in any way. If you have any questions regarding this course, please contact the instructors office at 630-635-3880.