This is a comprehensive course designed to help you see your way to a clear, bright financial future. You will examine many aspects of personal finance and how they can work together to create a smart,individualized retirement plan. Enlightening and entertaining, the Retirement Planning Today course has been designed by the Financial Educators network to meet the needs of adult learners, providing action-focused knowledge in just two sessions. You will be taught by a qualified instructor with real-world experience to help bring your learning to life. In this two-part course we will discuss the following:
• Life Planning for Retirement • Retirement Needs and Expenses • Retirement Roadblocks and Mistakes • Retirement Income Sources • Retirement Plan distributions • Investments • Risk Management and Asset Protection • Estate Planning
This two-session course is designed to help you think through your own goals and the steps to get there. If you want to build a comfortable nest egg, protect your assets and preserve your lifestyle, Retirement Planning today will help you move forward with more confidence. Your course includes one financial planning and retirement textbook filled with helpful examples and illustrations. This will be a useful reference after the course is complete. One spouse, partner, or friend may attend with you for no additional charge. Please note there is only one set of textbooks per registration. $49 per person, includes one textbook.
All participants will be required to register. If you plan to register the day of the workshop, please plan to arrive 15-30 minutes early so the front desk staff can assist you.
Contact
Your instructor is Fred Middleton, Certified Financial Planner™ practitioner and Financial Advisor
Phone: 334-481-1222
Email: fred@pmgplanning.com
3170 Parliament Circle • Montgomery, AL 36117
Securities and Advisory Services are offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer, and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.