Online Registration

Webinar: Retirement Planning Today

Dates: February 11-25, 2021

Meets: Th from 6:00 PM to 7:30 PM

Registration Fee: $89.00

Sorry, we are no longer accepting registrations for this course. Please contact our office to find out if it will be rescheduled, or if alternative classes are available.

Due to recent tax law changes, 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 the many ways to save for retirement 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!

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

  • Outstanding feedback from previous workshops:

    "Mr. Davis was excellent at addressing each person's questions, had handouts, and a great sense of humor. I enjoyed the slides on the screen, too. It made it easy to understand."

    "Temp was an exceptional instructor!"

    "Mr. Davis is patient and professional. It's a class that is impossible to teach in six hours; nevertheless, he gives you a wealth of information and terminology that is easy to understand. I enjoyed this course, and I would take any course he teaches."

    Notes:

    Spouses and partners are encouraged to attend this workshop together for one (1) $89 registration fee. Textbook delivery options vary depending on the timing of your registration and include mail, pick-up, or email. If you have any questions, please contact Brooklyn Layton at blayton@westga.edu.
    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
    02/11/2021Thursday6 PM to 7:30 PM Online via Zoom
    02/18/2021Thursday6 PM to 7:30 PM Online via Zoom
    02/25/2021Thursday6 PM to 7:30 PM Online via Zoom

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