Passport to Retirement

Investing a few hours of your time in this two-day course can pay off immediately and in the long run. It can help you gain confidence in your financial decision-making so that later on, you're better prepared to enjoy the rewards and face the challenges that retirement can bring.

The course is designed to help you with:

• Setting realistic retirement goals
• Assessing the costs of retirement
• Identifying sources of income
• Investing now for the future
• Understanding retirement plan distribution methods
• Protecting your wealth and assets
• Providing for your family and heirs

You’ll hear about common obstacles to retirement planning success—such as lack of knowledge, the effects of inflation and taxes, an unexpected health crisis, unpredictability of the financial markets and failure to take action—and strategies to help overcome their effects.

Information about effective financial strategies will provide you with the knowledge and perspective to make more informed decisions and formulate realistic goals based on your individual retirement needs, risk tolerance, and retirement time frame.
Attendees will receive a 120-page workbook. One per household.  Spouses may attend for no additional charge.