Smart Planning for Today’s Retirees
When: • October 06, 2026 • 5:30 pm - 7:30 pm
Location: Online
Category(ies)
Online via Zoom or Teams. Free!
A Two-Night Educational Course for Pre-Retirees
Includes downloadable workbook and class recordings
Retirement Intelligence is a practical, research-based course designed to help individuals retired or within 5–10 years of retirement build a clear, actionable plan for life after work. The class blends financial planning, investment strategy, and advanced planning topics into a simple, structured framework that gives students clarity, confidence, and a roadmap to follow.
Students finish the course with a personalized understanding of their expenses, Medicare options, social security filing options, income sources, long-term risks, and actionable next steps. All participants receive a workbook, fill-in-the-blank tools, and access to class recordings.
To register, click this link: Smart Planning for Today’s Retirees
