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.
|6:00 PM to
|Session 1 of 2||Register|
|6:00 PM to
|Session 2 of 2|
Terry Judy, Senior Advisor, Synergy Group Inc.
TERRY JUDY has been with the Synergy Group for 10 years after beginning his financial services career with the Great American Savings and Loan Association. Terry is also a prominent retirement strategy speaker and has conducted hundreds of financial and retirement meetings over the years. Out of the office Terry serves on the board of the First Evangelical Free Church of McKeesport and is a member of the Advisory Board of the Champion Christian Family and Children's Center in Donegal, PA. He and his wife Laura enjoy Penguins hockey, traveling, and visiting with their grandchildren in the Harrisburg area.
Pitt Greensburg150 Finoli Dr
McKenna Hall 130
Greensburg, PA 15601
If you have any questions regarding this course, please contact our office at 412-673-7760