Wisdom to Change Your Dreams Into Reality
Are you on track to live comfortably through retirement?
Classroom Instruction on Money Management for People Ages 55 and Up
Preparing for retirement is probably the single, most important financial challenge you face today! In the past few years, many workers have postponed retirement as a result of the changing economy, lack of faith in Social Security and Medicare, or because they can’t quite afford to retire due to debt or inadequate retirement savings.
You Need Sound Information
Investing a few hours of your time at our Retirement Strategies course can pay off immediately. Gain confidence in your financial decision-making ability so that later on you may be better prepared to face the challenges and enjoy the rewards that retirement can bring.
The course may help you answer these questions:
- How can I plan for a comfortable retirement?
- Can I retire early?
- How can I manage my tax liability?
- Are there ways to potentially reduce my exposure to financial risk?
- How can I use stocks, mutual funds, bonds and other investment vehicles?
- How can I provide for my heirs?
Who should attend
This course will be relevant if you are nearing retirement, already retired, or just beginning to develop your retirement plan. The information you receive is completely educational, objective, and factual. The course material will help you assess your current situation and develop a personalized plan to help pursue your retirement goals.
This course will help you
- Handle your day-to-day finances
- Manage your investments
- Protect your assets from inflation
- Analyze retirement lifestyle options
- Use 401(k)s and IRAs to save for retirement
- Protect your wealth and assets
- Take retirement plan distributions
- Provide for your family and heirs
Tuition and Registration
Tuition is $49. You may be bring your spouse or a guest at no extra charge. You may pay in advance by registering online or by contacting the North Clackamas Chamber of Commerce. You may also pay at the classroom with cash or check only. No credit cards can be accepted at the classroom.
Or call (503) 654-7777 to register today!
Mutual funds, ETFs, variable annuities, and variable universal life insurance are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the mutual fund, ETF, variable annuity contract, or variable universal life insurance policy and the underlying investment options, can be obtained from your financial professional. Be sure to read the prospectus before deciding to invest.
There is no assurance provided that the financial concepts and strategies discussed will provide investment success. Investments are subject to market fluctuation, risk, and potential loss of principal. Actual results depend on many factors as discussed in the course. Past performance is no guarantee of future success.