|Where:||Lone Star College - Conroe Center Room CC223|
|Cost:||$49.00 Early Registration, $59.00 Regular|
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.
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.
|See Current / Past Course Dates|
|Current / Past Instances|
|6:30 PM to
|Session 1 of 3|
|6:30 PM to
|Session 2 of 3|
|6:30 PM to
|Session 3 of 3|
Your course presenter is Peter Kitzerow, President of Free Market Financial Inc. Peter has been a financial services professional for over 30 years and is a Chartered Financial Consultant and an Investment Advisor Representative. Peter’s passion lies in helping clients understand the truth about their finances, because as he states, “the industry is loaded with misinformation and half-truths”. “I want nothing more than to help people get the maximum outcome and benefits possible from their resources”.
Peter has been an active Rotarian, holding a number of directors and executive positions including president of the Sanibel-Captiva club. The majority of his time with Rotary was spent on fund-raising activities and the distribution of funds to worthwhile recipients. During his tenure as President, Peter was responsible for the highly successful Sanibel Arts and Crafts Fair, the club's largest fundraiser. Peter has been involved with Habitat for Humanity and participated in the construction of a number of homes. Peter’s hobbies include photography, scuba diving, and cycling. He is married to Ellen and has two grown daughters. The Kitzerow family lives in The Woodlands
Lone Star College - Conroe Center Room CC223777 Conroe Park North Dr.
Conroe, TX 77303
If you have any questions regarding this course, please contact our office at 832.761.0201