Financial Strategies for Successful Retirement
Financial Strategies for Successful Retirement
Financial Strategies for Successful Retirement teaches you how to better manage your money so you can enjoy your retirement. You’ll learn to assess your current financial situation and develop a personalized plan to reach your retirement goals. After attending the course, you’re entitled to a personal retirement planning consultation.
The major topics we’ll cover in this comprehensive class include financial basics, retirement income, investments, risk management and estate planning.
Our class will also give you strategies to answer:
- How much money will I need?
- Can I retire early?
- How can I minimize my taxes?
- How will I manage my plan?
- How important is it to plan my estate?
Our instructors, from UBS Financial Services, member of FINRA and SIPC, are Shaun P. Nicholson, CFP®; Tiffany D. Kellner, CFP®; Blair T. Cornell, CFP®, and John W. Reagan, Jr., CFP®, Brandy R. Risheill, CFP®, CDFA®, Colin C. Faulkner, CFP®, Joshua D. Pfeiffer, CFP®, Timothy W. Van Simaeys, AAMS®, Daniel P. Christie. They draw upon real-life experiences with numerous clients and are licensed in the areas of investment securities and insurance. Meet the instructors>>>
2025 COURSES
Register online start here
To mail or fax in your registration form please see the 2025 Brochure.
Course Agenda
Financial Basics• Retirement income: perceptions and reality• Nine reasons people fail financially in retirement • Using credit wisely • Making your money last |
Your Retirement Income• Sources of retirement income• Social Security and you • The value of tax-deferred contributions • Personal retirement plans • Traditional IRAs • Roth IRAs • Taking money out of employer retirement plans |
Investments• Emergency reserves• Stocks • Mutual funds • Tax-deferred annuities • Asset allocation |
Risk Management• Ways to manage risk• Health insurance and Medicare • Long-term care • Company benefits • Types of life insurance |
Estate Planning• Importance of estate planning• Distributing assets at your death • Joint ownership • Trusts • Wills • Probate • Taxes and your estate |
Individual Retirement
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Tuition is $69, and you can bring a spouse or friend for free. You can pay up until the first day of class, and there is a cancellation fee of $25. You must register early, and we’ll send you a confirmation letter after you register. The letter will provide details about the location and parking.