Retirement Planning Today - Roadmap to Retirement
Retirement involves more than reaching a certain age or accumulating a particular amount of money. It requires thoughtful coordination of income, investments, taxes, Social Security, healthcare, risk management, estate planning, and the life you hope to enjoy. Based on the recently published book, Roadmap to Retirement: How to Navigate 10 Essential Areas to Enjoy Your Retirement, this two-session educational workshop provides a practical framework for making informed retirement decisions. Participants will examine the major financial and personal issues that can affect retirement and learn how those areas fit together as part of a coordinated plan., The course is designed to help you identify potential obstacles, evaluate important choices, and establish the next practical steps toward the retirement you envision. Real-world examples will be used to make complex subjects easier to understand and apply., Each participant will receive a copy of Roadmap to Retirement along with two companion workbooks. These materials are designed to support the classroom discussion, help you apply the concepts to your own circumstances, and serve as useful references after the workshop concludes., A 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 are 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.