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*.
*All registration proceeds benefit The Midland School in helping students with disabilities reach their highest potential.
|6:30 PM to
|Session 1 of 3||Register|
|6:30 PM to
|Session 2 of 3|
|6:30 PM to
|Session 3 of 3|
Viresh G. Bawa is a Senior Advisor at Road to Retirement, Inc. He has 15 years of experience in working with many types of insurance products such as long term care, disability, life insurance, annuities, as well as retirement consulting on pension plans. His career spans across multiple companies, including MetLife, Hartford Life, AON Hewitt, and Arthur Els and Associates. Today, he has a Bachelor's degree in Economic Science and is a Fellow of the Society of Actuaries, a Chartered Enterprise Risk Analyst and holds his New Jersey Life & Health Insurance License.
When he’s not helping clients prepare for their financial future, Viresh spends his time on activities such as assisting those with a disadvantaged background, yoga and golf. From time to time, he serves as a volunteer under the federal sponsored Volunteer Income Tax Assistance (VITA) program which offers free tax help to those who cannot afford such services, persons with disabilities and limited English speaking taxpayers who need assistance in preparing their own tax returns. This enables him to put his financial expertise to great use for the community and society in general.
Raritan Valley Community College118 Lamington Road
ROOM ATCC 101, CONFERENCE CENTER
Branchburg, New Jersey 08876
If you have any questions regarding this course, please contact our office at 908-666-5304