Retirement planning in today's economic environment poses challenges that most aging Americans don't foresee. Through this formal adult learning program,
Retirement Planning Today® (RPT) teaches pre-retirees (age 50-70) how to plan a successful retirement that focuses on sound financial strategies. The course aims to prepare participants to make important decisions related to social security, protecting their nest egg, planning for long-term health expenses, managing investment risks and more.
Unlike financial seminars or steak dinners that focus on a specific topic, the comprehensive RPT course helps attendees glean a "big picture" experience by examining many aspects of personal finance and how they can work together to create an integrated retirement plan. The course is purely educational —no specific financial products will be discussed or sold.
The course includes eight sections:
- Section 1 – Life Planning for Retirement
- Section 2 – Retirement Needs & Expenses
- Section 3 – Retirement Roadblocks & Mistakes
- Section 4 – Retirement Income Sources
- Section 5 – Retirement Plan Distributions
- Section 6 – Investments
- Section 7 – Risk Management
- Section 8 – Estate Planning
Attendees of the two-day course will receive a 223-page illustrated textbook. Couples are invited to attend together.
About Rolek Retirement Strategies: Founded by CERTIFIED FINANCIAL PLANNER™
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SOURCE Rolek Retirement Strategies