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Financial Survival for Retirement®

Make the most out of every dollar saved for retirement
by learning proven financial strategies for a successful retirement.

Are You Financially Ready for Retirement? 

If you’re retired or nearing retirement, there’s much that you need to know and understand to create the retirement plan of your dreams. Financial Survival for Retirement® helps you understand the fundamental principles of financial planning in retirement. You’ll learn how to better manage and control your investments, increase monthly income, avoid unnecessary estate taxes, and get information on basic tax reduction strategies. 

Topics Covered:

Topics Covered:

  • Balance risk and reward to better manage and control your retirement.

  • Understand how the Secure Act will effect your retirement and your beneficiaries.

  • Increase income certainty in retirement.

  • Protect your life savings from investment mistakes.

  • Maximize Social Security income.

  • Plan for the threat of a healthcare catastrophe.

  • Reduce taxes on IRA/401(k) distributions.

  • Benefits of converting your 401(k), 403(b), etc. to an IRA.

  • Understand common mistakes made with wills, trusts and powers-of-attorney.

UPCOMING CLASSES

Tuesdays, July 12th and 19th
6:30-8:30 pm (Two-Part Course) 

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1600 Chapline St,

Wheeling, WV 26003

$10 per person/$20 per couple.  Tuition covers both sessions.

REGISTER NOW