This event offers a professional platform to connect, learn, and grow within the industry. This event offers valuable insights and professional development opportunities. Retirement Planning University is a 2-night educational course designed to reveal the “Big Picture” of your retirement. Due to paid parking fee, this is aFREE2-night course. Parking will cost no more than $10.
Hey there! Are you ready to start planning for your retirement but not sure where to begin? Join us at Retirement Planning University at Rollins College where we will cover everything you need to know to start preparing for your golden years. From investment strategies to healthcare options, we’ve got you covered!
Date:2 nights // June 4th & June 5th
Time:6:00 PM
Location:Rollins College – Bush Science Center – Room 201
Come join us for a fun and informative evening of retirement planning. See you there!
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Why you should attend Retirement Planning University:
If you’re like most people in or near retirement, you probably get invited to “free dinner seminars” all the time.
This. Is. Totally. Different.
Retirement Planning University is anon-profitdesigned to provide far more value than the regular dinner seminar. You’ll get real in-depth training on all the retirement planning topics you need in an educational environment,without the high-pressure pitch!
Retirement Planning University will cover specific topics such as 401(k)s, IRAs, brokerage accounts, taxes, health care, estate planning, etc., but specific financial products will NOT be discussed. The class will be taught by a qualified financial professional who will enhance the learning experience with real-life examples. Along with the 2-night course we invite you to havea complimentaryStrategy Sessionwith a trusted advisor.
Discover which of the 567 ways to claim will get you the most from your hard-earned benefits
Learn ways you can reduce or eliminate market losses, and discover thetruthabout “buy and hold”
See how you may be able to reduce your #1 lifetime expense, taxes, with today’s unique tax-planning strategies
Understand the process that ensures your assets stay with your family (not the IRS and the courts)
Get clear on your retirement healthcare optionswithoutbuying expensive Long Term Care insurance
Create an income plan to help you avoid what most Americans fear: Running out of money in retirement
Looking for upcoming events in your area?
Navigate to theRetirement Planning University Pagefor a list of all scheduled events.
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Looking for more info about Retirement Planning University?
Find us atwww.retirementplanninguniversity.comfor all things RPU!
