Retirement Planning Today

Due to recent tax law changes, Secure Act 1 and 2, an uncertain future for Social Security and the shift toward employee-directed retirement plans, the need for sound financial strategies has never been greater. In Retirement Planning Today, you will learn about many strategies as well as the advantages and disadvantages of each. Above all, this course shows you how to assess your financial situation and develop a personalized plan to achieve your retirement goals. This retirement workshop will set you on the right track for long-term financial success!

 Your instructor, Temp S. Davis IV, MBA, CFS, is a practicing Financial Planner in our community who leads with a real-world approach, not academic. With enthusiasm and sometimes humor, he inserts examples from his decades of experience and a real case study. You will realize a new perspective on issues you had not considered.

Course Outline:
•Life Planning for Retirement
•Retirement Needs & Expenses
•Retirement Roadblocks & Mistakes
•Retirement Income Sources
•Retirement Plan Distributions
•Investments
•Risk Management & Asset Protections
•Estate Planning

Clayton State Fayette is located at : 250 Peachtree Parkway, Peachtree City 30269