Financial Strategies for Successful Retirement

Educational Course


This is a 3-session (part) course. Classes 1, 2, and 3 are all separate topics. 

These courses are Hosted by Dickinson College making these courses available at no tuition cost. 

Dickinson College

Allison Hall Community Center

99 Mooreland Ave., Carlisle PA 17013

Tuesdays - 9/10, 9/17, and 9/24 

6:30 p.m. - 9 p.m.

Thursdays - 9/12, 9/19, and 9/26 

6:30 p.m. - 9 p.m.

Why Should You Attend?

This course blends financial education with a holistic life planning approach to help you build wealth, align your money with your values, and achieve your retirement lifestyle goals. Whether you are just beginning to develop a retirement plan or rapidly approaching retirement, you should enroll in this course. In this course you'll learn how to: Define, create and gain a clear picture of the retirement you want, assess the costs, evaluate your sources of income, invest for the future, protect your wealth & health, receive funds from retirement plans & manage your estate distribution. Money is only one aspect of retirement planning.  

This course introduces concepts and strategies that may help you make informed financial decisions such as determining how much money you'll need to retire, and the risks associated with running out of money.  

In this course you'll learn how to manage investment risks, use new tax laws to your advantage, make informed decisions about your company retirement plan, and adjust your estate plan to function properly under the new laws.  

Whether you are just beginning to develop a retirement plan or rapidly approaching retirement, you should enroll in this course. You will learn about the different areas of retirement planning including Investments, Social Security, Medicare, Taxes, Estate Planning, Insurance, IRA's, Roth IRA's, Annuities, Pensions, and Employer Sponsored Plans.  

There is no fee for this course. Normal tuition registration cost for this course is $49.00. These courses are hosted by Dickinson College.The course includes instruction, an illustrated textbook, handouts, and a no - obligation personalized consultation. Couples may attend together. This is a 3-session (part) course. Classes 1, 2 and 3 are all separate topics. Class size is limited. Register TODAY. The registration fees benefit the entities sponsoring or hosting the courses and are also utilized to pay the costs associated with the courses. Instructors donate their time and knowledge to the community to give back to those who have given to them and are not compensated. If you are unable to attend a course you can attend another session at another date, time or location by contacting

Course Agenda

Day 1

  • Life Planning
  • 9 Reasons People Fail Financially in Retirement
  • Inflation
  • Taxes
  • Social Security
  • IRA's & Roth IRA's

Day 2

  • Employer Retirement Plans 
  • 401K 
  • 403B 
  • 457 
  • SEP Simple 
  • IRA's 
  • Pensions
  • Investments
  • Stocks, Bonds, Mututal Funds, ETF's
  • Managed Money
  • Dollar Cost Averagin
  • Fees and Expenses

Day 3

  • Approaches to Investment Portfolios
  • Annuities
  • Asset Allocation
  • Rebalancing

  • Insurance
  • Property & Casualty
  • Disability
  • Health
  • Medicare
  • Medicare Supplements
  • Life
  • Long- Term Care

  • Estate Planning
  • Probate Taxes
  • Wills
  • Trusts
  • Powers of Attorneys

Contact Us

Please reach out to us if you have any questions about this year’s event.

  • Phone: (717) 288 - 1990
  • Email:

Seating is Limited!