Knowledge is the key to success in all of life's decisions. The more you know, the easier it is to make intelligent choices.... Brian Kennedy

CONNECT

Address:

3806 Market Street Suite 1
Camp Hill, PA 17011

Phone:

(717) 774-7080

Fax/Other:

(717) 920-7645

Financial and Retirement Planning Educational Courses In Your Community

 

 

FINANCIAL STRATEGIES FOR SUCCESSFUL RETIREMENT COURSE

This course blends financial education with a holistic life planning approach to help you build wealth, align your money with your values, and achieve your retirement lifestyle goals. Whether you are just beginning to develop a retirement plan or rapidly approaching retirement, you should enroll in this course. In this course you'll learn how to: Define, create and gain a clear picture of the retirement you want, assess the costs, evaluate your sources of income, invest for the future, protect your wealth & health, receive funds from retirement plans & manage your estate distribution.  Money is only one aspect of retirement planning.

This course introduces concepts and strategies that may help you make informed financial decisions such as determining how much money you'll need to retire, and the risks associated with running out of money.

In this course you'll learn how to manage investment risks, use new tax laws to your advantage, make informed decisions about your company retirement plan, and adjust your estate plan to function properly under the new laws.

Whether you are just beginning to develop a retirement plan or rapidly approaching retirement, you should enroll in this course. You will learn about the different areas of retirement planning including Investments, Social Security, Medicare, Taxes, Estate Planning, Insurance, IRA's, Roth IRA's, Annuities, Pensions, and Employer Sponsored Plans.

The $49 fee covers the cost of instruction and includes a 222-page illustrated textbook. Couples may attend together for a single registration fee. This is a 3-session (part) course. Classes 1, 2, and 3 are all separate topics. Class size is limited.  Register TODAY.

 

SOCIAL SECURITY, MEDICARE & LONG-TERM CARE PLANNING

Social Security is far more complicated than most people realize. The decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. This informative section of the course covers the basics of Social Security and reveals innovative strategies for maximizing your benefits.

Medicare has become complex and this portion of the course will explain how and when you sign up, how Medicare works with the insurance you already have and the costs associated with Medicare.

Long Term Care is a widely overlooked planning topic. This section of the course will educate you on the consequences of not having a plan , how to develop a plan to mitigate these consequences and what will pay for the plan.

The $29 fee covers the cost of instruction and includes all handouts. Couples may attend together for a single registration fee. This is a 1 day 3 hour course. 

Class size is limited.  Register TODAY.

 

 

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Check the background of this financial professional on FINRA's BrokerCheck