Retirement Planning Today
| Dates: | February 4-11, 2026 |
|---|---|
| Meets: | W from 6:00 PM to 9:00 PM |
| Cost: | $89.00 |
There are still openings remaining at this time.
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!
Instructor: 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
Format: This 6-hour course will meet from 6:00 PM - 9:00 PM on Wednesdays, February 4 and February 11 at UWG Newnan.
Registration Fee: $89 per couple or individual. Spouses/partners are encouraged to attend this workshop together for one (1) $89 registration fee. One set of textbooks and handouts are included.
Contact: For additional information, please contact Kalup Liszewski at Kliszewski@westga.edu or 678.839.5333.
| Fee: | $89.00 |
|---|---|
| Hours: | 6.00 |
| CEUs: | 0.60 |
Temp Davis IV, MBA, CFS
Temp S Davis IV MBA CFS, Financial Planner, Integrated Financial Partners Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through IFG Advisory, LLC, a registered investment advisor. IFG Advisory, LLC and Integrated Financial Partners are separate entities from LPL Financial.| Date | Day | Time | Location |
|---|---|---|---|
| 02/04/2026 | Wednesday | 6 PM to 9 PM | UWG Newnan 140 |
| 02/11/2026 | Wednesday | 6 PM to 9 PM | UWG Newnan 140 |