This is a 3-session (part) course. Classes 1, 2, and 3 are all separate topics.
Special thanks to Hampden Township
Good Hope Station Community Room
1200 Good Hope Rd. Mechanicsburg, PA 17050
Wednesdays - 9/27, 10/4, 10/11
6:30 p.m. - 8:30 p.m.
Special thanks to HACC
Harrisburg Area Community College
1 HACC Drive, Whitaker Hall Room 214, Harrisburg PA 17110
Tuesdays - 10/3, 10/10, 10/17
Thursdays - 10/5, 10/12, 10/19
6:30 p.m. - 8:30 p.m.
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.
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.
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.
The course includes instruction, an illustrated textbook, handouts, and a no-obligation personalized consultation. Couples may attend together with a single $49.00 Tuition fee. 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 info@financialplanningcourses.com.
Please reach out to us if you have any questions about this year’s event.
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Financial Planning Courses are not affiliated. Cambridge does not offer tax advice.