$29 admission fee
Register for our upcoming course here! ⮕

Get Real Life Guidance From Experts Who Are Actively Planning & Investing

You’ll learn about six retirement concepts, including the importance of proper planning and how these concepts can play a crucial role in the success or lack thereof when it comes to your retirement.

Here's a Quick Breakdown Of The Retirement Planning University Curriculum

SESSION ONE

Social Security and Healthcare

Maximizing your Social Security Benefits and factoring in extended healthcare into your plan.

Investment Planning

Managing the markets, disclosed and undisclosed fees in your retirement plans including 401(k) and IRA, and how begin to determine your risk tolerance

Income Planning

Learn how to align your assets to help create income to support your personal and financial goals through retirement.

SESSION TWO

Tax Planning

Learn how the tax system works and the different types of taxes in retirement.

Estate Planning

We'll cover the five estate planning options & the six things every estate plan should have.

Post Event Lab Session

You'll have options to schedule a time for a One on One Strategy Session (done privately and 100% free)

Live Training
with Our Experts

This 2-part class is  being offered at the

University of Southern Florida

Yuengling Center – Hardwood Club, 12499 USF Bull Run Drive, Tampa

Monday, September 23rd 6pm-8pm

Tuesday, September 24th 6pm-8pm

Contact Info

Retirement Education College – Pathways to Financial Comfort and Stability An Education Course to Help You Prepare for the Retirement of Your Dreams!

Tuition for this two-day course includes access for both you and your spouse, robust course materials and study guide, and an optional Post-event Lab session to have the instructor review your specific situation and better clarify what strategies you may be eligible for.

 

This course is strictly educational, there will be no product specifics covered.

For any questions, call 800-257-3307 or email [email protected]

A one-on-one meeting is optional, but it does allow you to ask personal questions to the instructor as it relates to your financial situation. Many attendees have found that these office hours have helped them apply the course material to their situation and have found it to be one of the best parts of the course.

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This is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
 

No statement made during these workshops shall constitute tax or legal advice. Retirement Education College is not affiliated with or endorsed by the U.S. Government or any governmental agency.