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

Social Security, Medicare, Long- Term Care Planning- CARLISLE

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.

This is a 1 day 3 hour course. 

Class size is limited.  Register TODAY.

When: Thursday, September 6, 2018 - 6pm- 8:30pm
Where: Bosler Memorial Library
158 W. High St.
Carlisle, PA 17013
Host: Financial Planning Courses & Bosler Memorial Library
Phone: 717-288-1990
 

Social Security, Medicare, Long- Term Care Planning- HERSHEY

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.

This is a 1 day 3 hour course. 

Class size is limited.  Register TODAY.

When: Thursday, September 6, 2018 - 6pm- 8:30pm
Where: American Cancer Society Building.
Route 422 & Sipe Ave.
Hershey, PA 17036
Host: Financial Planning Courses & American Cancer Society
Phone: 717-288-1990
 

Social Security, Medicare, Long- Term Care Planning- HERSHEY

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.

This is a 1 day 3 hour course. 

Class size is limited.  Register TODAY.

When: Saturday, September 8, 2018 - 10am- 12:30pm
Where: American Cancer Society Building.
Route 422 & Sipe Ave.
Hershey, PA 17036
Host: Financial Planning Courses & American Cancer Society
Phone: 717-288-1990
 

Social Security, Medicare, Long- Term Care Planning- CARLISLE

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.

This is a 1 day 3 hour course. 

Class size is limited.  Register TODAY.

When: Saturday, September 8, 2018 - 10am- 12:30pm
Where: Bosler Memorial Library
158 W. High St.
Carlisle, PA 17013
Host: Financial Planning Courses & Bosler Memorial Library
Phone: 717-288-1990
 

Social Security, Medicare, Long- Term Care Planning- CARLISLE

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.

This is a 1 day 3 hour course. 

Class size is limited.  Register TODAY.

When: Tuesday, September 11, 2018 - 6pm- 8:30pm
Where: Dickinson College, Union Building
28 N. College St.
Carlisle, PA 17013
Host: Financial Planning Courses & Dickinson College
Phone: 717-288-1990
 

Social Security, Medicare, Long- Term Care Planning- HERSHEY

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.

This is a 1 day 3 hour course. 

Class size is limited.  Register TODAY.

When: Thursday, September 13, 2018 - 6pm- 8:30pm
Where: American Cancer Society Building.
Route 422 & Sipe Ave.
Hershey, PA 17036
Host: Financial Planning Courses & American Cancer Society
Phone: 717-288-1990
 

Financial Strategies for Successful Retirement- HERSHEY, Tuesdays

This is a 3-session (part) course. Classes 1, 2, and 3 are all separate topics.

Tuesdays- 9/18, 9/25, and 10/2.

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.

Class size is limited.  Register TODAY.

When: Tuesday, September 18, 2018 - 6:30pm- 9pm
Where: American Cancer Society Building
Route 422 & Sipe Ave.
Hershey, PA 17036
Host: Financial Planning Courses & American Cancer Society
Phone: 717-288-1990
 

Financial Strategies for Successful Retirement- HERSHEY, Thursdays

This is a 3-session (part) course. Classes 1, 2, and 3 are all separate topics.

Thursdays- 9/20, 9/27, 10/4.

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.

Class size is limited.  Register TODAY.

When: Thursday, September 20, 2018 - 6:30pm- 9pm
Where: American Cancer Society Building
Route 422 & Sipe Ave.
Hershey, PA 17036
Host: Financial Planning Courses & American Cancer Society
Phone: 717-288-1990
 

Financial Strategies for Successful Retirement- CARLISLE, Saturdays

This is a 3-session (part) course. Classes 1, 2, and 3 are all separate topics.

Saturdays- 9/22, 9/29, 10/6.

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.

Class size is limited.  Register TODAY.

When: Saturday, September 22, 2018 - 10am-12:30pm
Where: Stuart Community Center.
415 Franklin St.
Carlisle, PA 17013
Host: Financial Planning Courses & Stuart Community Center
Phone: 717-288-1990
 

Financial Strategies for Successful Retirement- HERSHEY, Saturdays

This is a 3-session (part) course. Classes 1, 2, and 3 are all separate topics.

Saturdays- 9/22, 9/29, 10/6.

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.

Class size is limited.  Register TODAY.

When: Saturday, September 22, 2018 - 10am-12:30pm
Where: American Cancer Society Building
Route 422 & Sipe Ave.
Hershey, PA 17036
Host: Financial Planning Courses & American Cancer Society
Phone: 717-288-1990
 

Financial Strategies for Successful Retirement- CARLISLE, Tuesdays

This is a 3-session (part) course. Classes 1, 2, and 3 are all separate topics.

Tuesdays- 9/25, 10/2, and 10/9.

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.

Class size is limited.  Register TODAY.

When: Tuesday, September 25, 2018 - 6:30pm- 9pm
Where: Bosler Memorial Library
158 w. High St.
Carlisle, PA 17013
Host: Financial Planning Courses & Bosler Memorial Library
Phone: 717-288-1990
 

Financial Strategies for Successful Retirement- CARLISLE, Thursdays

This is a 3-session (part) course. Classes 1, 2, and 3 are all separate topics.

Thursdays- 9/27, 10/4, and 10/11.

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.

Class size is limited.  Register TODAY.

When: Thursday, September 27, 2018 - 6:30pm- 9pm
Where: Bosler Memorial Library
158 w. High St.
Carlisle, PA 17013
Host: Financial Planning Courses & Bosler Memorial Library
Phone: 717-288-1990
 

Social Security, Medicare, Long- Term Care Planning- MECHANICSBURG

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.

This is a 1 day 3 hour course. 

Class size is limited.  Register TODAY.

When: Monday, October 15, 2018 - 6pm- 8:30pm
Where: Good Hope Fire Station.
1200 Good Hope Rd.
Mechanicsburg, PA 17050
Host: Financial Planning Courses & Hampden Township Parks & Rec
Phone: 717-288-1990
 

Social Security, Medicare, Long- Term Care Planning- MECHANICSBURG

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.

This is a 1 day 3 hour course. 

Class size is limited.  Register TODAY.

When: Wednesday, October 17, 2018 - 6pm- 8:30pm
Where: Good Hope Fire Station.
1200 Good Hope Rd.
Mechanicsburg, PA 17050
Host: Financial Planning Courses & Hampden Township Parks & Rec
Phone: 717-288-1990
 

Social Security, Medicare, Long- Term Care Planning- MECHANICSBURG

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.

This is a 1 day 3 hour course. 

Class size is limited.  Register TODAY.

When: Saturday, October 20, 2018 - 10am- 12:30pm
Where: Good Hope Fire Station.
1200 Good Hope Rd.
Mechanicsburg, PA 17050
Host: Financial Planning Courses & Hampden Township Parks & Rec
Phone: 717-288-1990
 

Social Security, Medicare, Long- Term Care Planning- CARLISLE

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.

This is a 1 day 3 hour course. 

Class size is limited.  Register TODAY.

When: Monday, October 22, 2018 - 6pm- 8:30pm
Where: Dickinson College Union Building.
28 N College St. C
arlisle, PA 17013
Host: Financial Planning Courses & Dickinson College
Phone: 717-288-1990
 

Social Security, Medicare, Long- Term Care Planning- CARLISLE

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.

This is a 1 day 3 hour course. 

Class size is limited.  Register TODAY.

When: Wednesday, October 24, 2018 - 6pm- 8:30pm
Where: Dickinson College Union Building.
28 N College St. C
arlisle, PA 17013
Host: Financial Planning Courses & Dickinson College
Phone: 717-288-1990
 

Social Security, Medicare, Long- Term Care Planning- CARLISLE

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.

This is a 1 day 3 hour course. 

Class size is limited.  Register TODAY.

When: Saturday, October 27, 2018 - 10am- 12:30pm
Where: Stuart Community Center.
415 Franklin St.
Carlisle, PA 17013
Host: Financial Planning Courses & Stuart Community Center
Phone: 717-288-1990
 

Financial Strategies for Successful Retirement- MECHANICSBURG, Wednesdays

This is a 3-session (part) course. Classes 1, 2, and 3 are all separate topics.

Wednesdays- 10/31, 11/7, 11/14.

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.

Class size is limited.  Register TODAY.

When: Wednesday, October 31, 2018 - 6:30pm- 9pm
Where: Good Hope Fire Station.
1200 Good Hope Rd.
Mechanicsburg, PA 17050
Host: Financial Planning Courses & Hampden Township Parks & Rec
Phone: 717-288-1990
 

Financial Strategies for Successful Retirement- MECHANICSBURG, Thursdays

This is a 3-session (part) course. Classes 1, 2, and 3 are all separate topics.

Thursdays- 11/1, 11/8, 11/15.

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.

Class size is limited.  Register TODAY.

When: Thursday, November 1, 2018 - 6:30pm- 9pm
Where: Good Hope Fire Station.
1200 Good Hope Rd.
Mechanicsburg, PA 17050
Host: Financial Planning Courses & Hampden Township Parks & Rec
Phone: 717-288-1990
 

Financial Strategies for Successful Retirement- MECHANICSBURG, Saturdays

This is a 3-session (part) course. Classes 1, 2, and 3 are all separate topics.

Saturdays- 11/3, 11/10, 11/17.

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.

Class size is limited.  Register TODAY.

When: Saturday, November 3, 2018 - 10am- 12:30pm
Where: Good Hope Fire Station.
1200 Good Hope Rd.
Mechanicsburg, PA 17050
Host: Financial Planning Courses & Hampden Township Parks & Rec
Phone: 717-288-1990
 

Financial Strategies for Successful Retirement- CARLISLE, Mondays

This is a 3-session (part) course. Classes 1, 2, and 3 are all separate topics.

Mondays- 11/5, 11/19, 11/26.

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.

Class size is limited.  Register TODAY.

When: Monday, November 5, 2018 - 6:30pm- 9pm
Where: Dickinson College Union Building.
28 N College St.
Carlisle, PA 17013
Host: Financial Planning Courses & Dickinson College
Phone: 717-288-1990
 

Financial Strategies for Successful Retirement- CARLISLE, Wednesdays

This is a 3-session (part) course. Classes 1, 2, and 3 are all separate topics.

Wednesdays- 11/7, 11/14, 11/28.

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.

Class size is limited.  Register TODAY.

When: Wednesday, November 7, 2018 - 6:30pm- 9pm
Where: Dickinson College Union Building.
28 N College St.
Carlisle, PA 17013
Host: Financial Planning Courses & Dickinson College
Phone: 717-288-1990
 

Financial Strategies for Successful Retirement- CARLISLE, Saturdays

This is a 3-session (part) course. Classes 1, 2, and 3 are all separate topics.

Saturdays- 11/10, 11/17, 12/1.

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.

Class size is limited.  Register TODAY.

When: Saturday, November 10, 2018 - 10am-12:30pm
Where: Stuart Community Center.
415 Franklin St.
Carlisle, PA 17013
Host: Financial Planning Courses & Stuart Community Center
Phone: 717-288-1990