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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 02/20/18
Option 2: Course beginning on 02/22/18
Where: Tarrant County College, Northeast Campus
Cost: Free
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
  • 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
Tuesday,
2/20/18
6:00 PM to
8:00 PM
Session 1 of 3 Register
Tuesday,
2/27/18
6:00 PM to
8:00 PM
Session 2 of 3
Tuesday,
3/6/18
6:00 PM to
8:00 PM
Session 3 of 3
Option 2
Thursday,
2/22/18
6:00 PM to
8:00 PM
Session 1 of 3 Register
Thursday,
3/1/18
6:00 PM to
8:00 PM
Session 2 of 3
Thursday,
3/8/18
6:00 PM to
8:00 PM
Session 3 of 3
Course Instructor

Tim Estes, CFP is a 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 knowledge 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.

 

Brie Reyes, CFP is a well-known financial coach in Fort Worth working with pre-retirees and retirees. Brie’s financial authority has been sought out and quoted in the Fort Worth Business Press as a contributing columnist. She has also been featured in the P.E.O. Record. By the age of 25, she was honored by the Fort Worth Business Press as one of its Forty Under Forty Achievers. Honorees were selected by a panel of judges based on professional accomplishments, community involvement and honors / awards.Brie is a graduate of Texas A M University where she studied Business and Political Science. She has a strong presence in the community, serving as past assistant treasurer of The Junior Women’s Club of Fort Worth and as board member for different departments of the YWCA of Fort Worth. Brie lives with her husband, Joaquin, and their rescue dog, Cosmo, in Fort Worth.

Location

Tarrant County College, Northeast Campus

828 W. Harwood Rd.
Room: NBSS 1103
Hurst, TX 76054

Get Directions

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 817-444-8402

 

Disclosure:

This Course is not Affiliated with or Endorsed by Tarrant County College

Advisory services are offered through Estes Financial Services, Inc. a Registered Investment Advisor.