A Retirement Planning Class to Prepare You for What's Ahead

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Are these some of the questions on your mind:

  • How do I know if I can retire? How do I know I won't run out of money?

  • How can I maximize my Social Security benefits?

  • How do I handle health insurance if I retire,
    before Medicare begins?

  • What Medicare decisions should I review ever year

    even after signing up?

  • Should I take a lump sum or monthly payments
    from my company's pension plan?

  • How much income can I take from my nest egg?
    What strategies can help me optimize my plan?

  • Are there ways I can minimize the taxes I have
    to pay?

  • How can I seek solid returns in retirement - but also

    avoid devastating market crashes?

To get answers to these questions and more, attend The Retirement Continuum™ 

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a Comprehensive Retirement Class provided through the University of North Florida's Learn JaCKSONVILLE Program!

  • Dynamic Instruction

  • Case Studies

  • Real World Examples

  • Straightforward Language

Many people are disappointed at when they can retire, or with their retirement lifestyle, because they did not take the time to understand all their options. Simply put… they just didn’t know what they didn’t know.

Instead of just “telling you strategies,” the course instructors will also provide the academic research and backing for the recommended strategies on your USB Drive that is included in the course.  By expanding your knowledge base by examining new and alternate strategies, you can help position yourself to enjoy the optimal retirement lifestyle for your particular situation.

Dates & Times

Saturdays, October 5th and 12th, 2019  from 9am to noon

or

Tuesdays, October 8th and 15th, 2019 from 6:30pm to 9:30pm

Tuition is $89 (covers two people)

Comprehensive Workbook and USB Flash Drive included in Tuition Price

This course will help you:

  • Determine if you can retire (or stay retired) successfully

  • Optimize your retirement income

  • Correctly manage healthcare in retirement

  • Learn to maximize your Social Security benefits

  • Reduce the taxes you pay in retirement

  • Manage your portfolio now, and during inevitable market downturns

  • PLUS, an Optional Consultation

Course Hosted By:

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