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Online Registration

Newnan: Retirement Planning Today

Dates: February 27 - March 5, 2020

Meets: Th from 6:00 PM to 9:00 PM

Registration Fee: $89.00

OR
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 is a two-session retirement workshop that 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 the 2018 Retirement Planning workshop:

    "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.
    Fee: $89.00
    Hours:6.00
    CEUs:0.60

    Temp Davis

    Date Day Time Location
    02/27/2020Thursday6 PM to 9 PM UWG Newnan 133
    03/05/2020Thursday6 PM to 9 PM UWG Newnan 133

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