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Financial Strategies for Successful Retirement

ID : 9644   
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CourseGraphic In three exciting sessions, you will learn how to prepare for a comfortable retirement. This educational seminar introduces you to concepts and strategies that may help you 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 an income plan and a risk management strategy. 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 adviser 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 Card Fee: $41.

Class Details

3 Sessions
Weekly - Thu


D. Ryan Jr. 



Registration Closes On
Wednesday, January 29, 2020 @ 12:00 AM

Schedule Information

Date(s) Class Days Times Location Instructor(s)
1/30/2020 - 2/13/2020 Weekly - Thu 7:00 PM - 9:15 PM Libertyville, LHS  Map D. Ryan Jr.