Can Anyone Attend?

This course is designed for those who are near or beginning retirement (age 50 - 70). 
We highly recommend that couples attend the course together.

What If I Can't Attend Both Sessions?

Schedule conflict? We always do our best to make special arrangements so our 
participants can attend both sessions. Simply contact us directly.

What Is Expected of the Attendees?

Arrive on-time and complete your homework (actually the homework is optional but incredibly helpful).

Where Are the Classes Held and How Do I Get There?

In-Person classes are typically held at Rollins College. Virtual classes are held via Zoom. Once you register, you will receive more detailed information regarding classroom location, parking, and course materials.

May I Bring a Guest?

Yes! Registrants may bring one guest/spouse at no additional charge.

What Topics Are Covered In the Class?

The course contains ten individual modules:

• How much is enough?
• Tax Mitigation
• Lifestyle Planning
• Retirement Account Contributions & Distributions
• Rollovers and Beneficiaries
• Effective and Efficient Estate Planning
• Pensions, Social Security and Retirement Income Sources
• Investment Strategies
• Asset Protection & Longevity Planning
• Pulling It All Together

How do I Receive Course Material?

All course material content is digital.  Our team will provide digital materials the day prior to each session to the email you provide.