Description
This two-session course will be conducted online.
We spend most of our adult lives coping with financial issues, yet we receive virtually no formal education — from elementary school through college — to help us make wise investment decisions, prepare for retirement, and overcome other financial challenges.
Many people get an education to learn a career — and in turn to make money. This course will explain how to make your money work harder for you.
This course is designed to help you:
1. Steer Clear of Roadblocks
You’ll learn about common obstacles to planning for a comfortable retirement — such as a market downturn, taxes, inflation, the burden of taxes, inadequate planning, and failure to take action — and how to help overcome them.
2. Acquire Sound Information
Sound information about effective financial strategies will give you the background and perspective you need to make more informed retirement decisions. You’ll be more confident and decisive about what you want and the options you have.
3. Focus on Your Goals
This course is designed to lead you step-by-step through the retirement planning process. You’ll learn how to formulate realistic goals based on your individual retirement needs, risk tolerance, and length of time to retirement.
4. Take Action
Procrastination is the biggest reason why people fall short of achieving retirement goals. After completing this course, you’ll be ready to start taking steps immediately to help improve your overall retirement picture.
Mutual funds, exchange-traded funds, variable annuities, and variable universal life insurance are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the mutual fund, ETF, variable annuity contract, or variable universal life insurance policy and the underlying investment options, can be obtained from your financial professional. Be sure to read the prospectus carefully before deciding to invest.
Date and Time
March 25, 2025 - April 1, 2025
6:30p - 9:30p EST
Location
Online Meeting Through Zoom
Note
REGISTRATION FAQ - Advance registration is required to attend. Tuition fee of $49 covers one workbook and attendance for two (you and your spouse or guest) and the optional private consultation. Additional workbooks can be ordered for $30 each. Instructions to access the online meeting will be sent prior to the first class. CREDIT CARD PAYMENTS - Payments can be made by credit card. PAYMENT BY CHECK - Checks should be made payable to your instructor, Nicholas W. Hughes