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 3||Register|
|6:00 PM to
|Session 2 of 3|
|6:00 PM to
|Session 3 of 3|
Terry Judy, Senior Advisor, Synergy Group Inc.
Terry Judy is a Senior Advisor at The Synergy Group. As an Investment Advisor Representative and Retirement Planner, he helps individuals and families achieve their ideal retirements. He collaborates with his clients in building, *protecting, and preserving wealth for their retirement years. You can listen to Terry on the weekly radio show Laux On Your Retirement. Terry also conducts public workshops, college courses, and other educational events throughout Western Pennsylvania.
Terry Judy offers investment advisory services through Global Financial Private Capital, LLC. Not affiliated with a government agency. Synergy Financial does not give tax or legal advice to individuals; you should contact your own personal attorney or tax advisor. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company and are not offered by GFPC, LLC. *Protection refers only to the use of insurance products.
The Community & Recreation Center at Boyce Mayview Park1551 Mayview Road
Upper St. Clair, PA 15241
If you have any questions regarding this course, please contact our office at 412-673-7760