RETIREMENT & LONG-TERM PLANNING

Learn your Social Security options, as well as how to create an income strategy that bridges income gaps. This program also addresses Social Security eligibility; how Social Security benefits are calculated; benefit options for spouses, survivors, and divorced individuals; and strategies to increase Social Security income.

Teacher: Paul Dickens

Course Fee:  $20 (Max 20)

Date: Monday, February 24

Time: 6:00 - 7:15 p.m.

REGISTER HERE

An in-depth discussion of today’s top investor concern – inflation. After decades of low inflation, today's retirees are faced with inflation at a 40-year-high. We explore the challenge of inflation in the typical retirement and how retirees can be better prepared to address inflation in their retirement strategy.

Teacher: Paul Dickens

Course Fee:  $20 (Max 20)

Date: Tuesday, March 4

Time: 6:00 - 7:15 p.m

REGISTER HERE

People don’t plan to fail; they fail to plan. Planning for retirement is an intimidating task, and it requires the right steps to be taken today to ensure security tomorrow. Join us as we dive into assessing your current financial situation, setting your priorities, and securing your financial future. Learn more about creating/updating your financial plan and the different products that should be involved. Make a commitment to save, account for the unexpected, and start impacting your future.

Teacher: Paul Dickens

Course Fee:  $20 (Max 20)

Date: Monday, January 27

Time: 6:00 - 7:15 p.m.

REGISTER HERE

How do retirees get the most out of the most popular retirement asset – the IRA? You will learn the common pitfalls and strategies related to contributions, rollovers, RMDs, beneficiaries, and Roth IRAs, so you can create better outcomes with your IRA assets.

Teacher: Paul Dickens

Course Fee:  $20 (Max 20)

Date: Monday, March 17

Time: 6:00 - 7:15 p.m.

REGISTER HERE

Healthcare is a critically important aspect of retirement planning.  It has become a primary concern given increasing medical costs, longer life expectancies, the elimination of employer-provided retiree health plans and the uncertainty of Medicare.  Learn how to estimate healthcare costs, discover what Medicare covers, and understand strategies. 

Teacher: Paul Dickens

Course Fee: $20 (Max 20)

Date: Thursday, March 27

Time: 6:00 - 7:15 p.m. 

REGISTER HERE

Planning for retirement starts with thinking about your retirement goals and how long you have to meet them. It’s a multistep process that evolves over time. Learning as much as you can about living during retirement is key to making better financial decisions. Together, we will walk you through a retirement planning timeline and basic investment principles to better prepare you for what’s ahead.

Teacher: Paul Dickens

Course Fee:  $20 (Max 20)

Date: Thursday, February 6 

Time: 6:00 - 7:15 p.m.

REGISTER HERE

Being a caregiver for a loved one can be a challenge, both emotionally and financially. It is important to understand what plans your loved ones may have made or may need that require care. It’s never too soon to start planning. Join us to learn more about proper planning and strategies that allow for a comfortable caregiving experience.

Teacher: Paul Dickens

Course Fee:  $20 (Max 20)

Date: Tuesday, February 11

Time: 6:00 - 7:15 p.m.

REGISTER HERE