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

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 once I retire,
    but before Medicare begins? How does Medicare

  • 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 do I manage my portfolio in retirement,
    especially during inevitable market downturns?

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

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

  • Dynamic Instruction

  • Case Studies

  • Real World Examples

  • Straightforward Language

This information-rich course introduces you to the concepts and practices that will help you spend your retirement comfortably and in control of your finances.  Millions of workers have postponed retirement due to the changing economy, lack of faith in Social Security and Medicare, or because they feel they can't afford to retire. Inadequate retirement savings, a lack of confidence in their retirement plan, or uncertainties about the financial markets only compound the problem. This course will show you a conservative yet comprehensive approach to money management in retirement, help you identify lifestyle issues facing retirees, and how to maximize your income from your investments, Social Security, and retirement plans.  Additionally, the course will discuss how to protect your hard-earned assets from erosion due to inflation, taxes, and the ever increasing cost of long-term health care.

Dates & Times

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


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

Learn What You Need To Know:

  • Identify when you can successfully retire

  • Determine your financial objectives and clarify your goals

  • Reduce the taxes you pay in retirement

  • Maximize your retirement income

  • Navigate the confusing maze of health care in retirement

  • PLUS, an Optional Planning Consultation

Course Hosted By: