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Financial Strategies for Successful Retirement

ID : 7531   
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CourseGraphic In three exciting sessions, this class focuses on how you prepare for a comfortable retirement. This educational seminar introduces you to concepts and strategies that may help you in retirement to plan your day-to-day finances, analyze your changing insurance and estate planning needs, potentially reduce your taxes, and manage your investments. We will discuss the importance of having a risk management strategy and income plan in retirement. What’s more, we will discuss how you can assess your current financial situation and develop a personalized plan that may help you pursue your retirement goals through the review of your assets, retirement income, Social Security and/or pension benefits. The course may be for you if you are nearing retirement, recently retired, or just beginning to develop a retirement plan. The course is taught by Dennis P. Ryan Jr., JD, MBA, investment advisor representative with World Equity Group, Inc., member of FINRA and SIPC. Your registration fee will include a 200 page color workbook. Your partner may attend for free but must be registered. Gold Star Fee: $39.00.

Class Details

3 Sessions
Weekly - Wed


D. Ryan Jr. 



Registration Closes On
Wednesday, March 7, 2018 @ 12:00 AM

Schedule Information

Date(s) Class Days Times Location Instructor(s)
2/21/2018 - 3/7/2018 Weekly - Wed 7:00 PM - 9:15 PM Libertyville, LHS  Map D. Ryan Jr.