Broker Check
03 Oct
Retirement Planning Today Via Zoom


2-Part, 4 hour Zoom class on October 3rd & October 10th from 10:00am - 12:00pm each day.

With financial independence, retirement can be the most fulfilling time of your life. This class covers important money management concepts and issues that are critical to people at or near retirement. Topics include how to reduce pressures on your retirement income and which assets are appropriate for retirement income, which are appropriate for lifetime use and which assets are appropriate for future generations; how to make the right health care decisions; and options on how to transfer assets to other generations of your family.

An optional financial planning consultation is provided after the class. A "hear it, see it, read it, write it" teaching method makes it easy for you to understand and remember the practical information. The fee includes a workbook and study aids.

Fee: $39 (Couples may attend together for the single fee of $39.) payable to the educational institution. 

Date and Time

October 3 - October 10, 2020

10:00a - 12:00p EST


Stockton University - Online


Call to register: (609) 652-4227 ** Please note: dates are subject to change. Call University to confirm.

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