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.
|6:00 PM to
|Session 1 of 2||Register|
|6:00 PM to
|Session 2 of 2|
Roy Laux began his career as a registered representative in 1984 with New York Life and established the Synergy Group in 1988, where he continues to serve as president. Specializing in retirement planning for over 30 years, he helps retirees and individuals near retirement meet more of their financial goals and dreams. His practice is focused on securing independent retirements for his clients by creating predictable income plans, protecting retirement assets, and mitigating the cost of long term care. He maintains his securities license and his Pennsylvania Life, Health and Accident insurance license. Roy has resided in Elizabeth Township since 1979 with his beautiful wife, Cindy, who he married in 1972. He and Cindy have two adult children. Roy currently serves as the President of Champion Christian School Board. He also has served in various capacities on the board at the First Evangelical Free Church of McKeesport over the past 20 years and several nonprofit charity groups. He feels his greatest remaining opportunity in life is to help model his eight grandchildren to be caring, God-loving citizens of this great nation.
Champion Christian School - North1076 Kings Way
Donegal, PA 15628
If you have any questions regarding this course, please contact our office at 412-673-7760