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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 01/16/19
Option 2: Course beginning on 01/19/19
Where: Seminole State College- Oviedo Campus
Cost: $49.00 Early Registration, $59.00 Regular
Register Now
Course Summary

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.

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
  • The Personal Wealth Index Questionnaire and Customized Report

                                                                                       

 

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
Wednesday,
1/16/19
6:15 PM to
8:45 PM
Session 1 of 2 Register
Wednesday,
1/23/19
6:15 PM to
8:45 PM
Session 2 of 2
Option 2
Saturday,
1/19/19
9:30 AM to
12:00 PM
Session 1 of 2 Register
Saturday,
1/26/19
9:30 AM to
12:00 PM
Session 2 of 2
Course Instructor

Richard E. Reyes, CFP® represents the next generation of financial advice Investor Coaching. Richard has spent years as an investor coach providing sleep well at night solutions for retired and near-retired individuals.  Financial advice and investments don’t have to be complicated, hard to understand, or stressful. Your financial situation may be complex, but it is our goal to make sure the process is not. The Investor coaching process will give you “Peace of Mind”, so you can stop worrying about your future and sleep well at night.

 

Disclaimer: Investment advisory services offered through Wealth and Business Planning Group, LLC., A Registered Investment Advisor. Wealth and Business Planning Group, LLC (The Financial Quarterback™) is a Registered Investment Advisor in the State of Florida which offers Fee Planning and Asset Management. Annuity and Insurance services offered through Wealth and Business Planning Group, LLC (The Financial Quarterback™) . Depending on your state of residence, Wealth and Business Planning Group, LLC (The Financial Quarterback™) may not be able to immediately provide services. Use or viewing of this site acknowledges that you have read, understand and will abide by our terms of use, legal notices, and disclaimers.

 

Location

Seminole State College- Oviedo Campus

2505 Lockwood BLVD
Room OVF 104
Oviedo, FL 32765

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

If you have any questions regarding this course, please contact our office at 407.622.6669 ext 4