Retirement SMART Penn state berks campus
A Multi-Session Course For Adults Preparing For & Navigating Through Retirement
What will you learn from this course?
- How to plan for Retirement
- Create realistic Retirement goals
- How to make smart decisions about Retirement based upon the tools and insight provided in the class
- How to optimize your retirement income, reduce taxes, position investments to meet your needs, make informed choices regarding Social Security and Medicare as well as practical and cost effective estate planning strategies to leave a lasting legacy
- Topics include: Retirement income, Social Security claiming strategies, choosing the right Medicare Plan, managing Investment Risk, Tax Planning, Life and LTC ideas, Trusts and Legal documents for seniors
Details about the course sessions
- Classroom style setting (comfortable seating, desk and screen)
- Educational, not a sales pitch
- A place to learn, prepare and actively participate
- Course fee (Individual $69 or Couple $89) includes a work book with course notes, worksheets, illustrations and a glossary for reference
- The work book will help you follow along and will serve as a useful resource after the course is complete (bring your laptop, tablet or notepad to take additional notes)
- The course consists of four sessions
- Instructors: Mr. David Loesser, CERTIFIED FINANCIAL PLANNER® and Yale Certified Private Wealth Advisor®. Jeffrey Loesser, Financial Advisor.
Education is Key
Retirement can be difficult but education is key
Information abounds today but information and advice is not the same as education. Knowing where to turn is very important. The Retirement Smart course cuts through the fog of information and bad advice to provide a clear path as you plan for and live through retirement. The course will equip you to take charge of your retirement future by giving participants the tools and insights to make informed wise decisions. You will learn how to optimize your retirement income, reduce taxes, position investments to meet your needs, make informed choices regarding Social Security and Medicare as well as practical and cost effective estate planning strategies to leave a lasting legacy. In this course we will address the current state of the economy and the stock market. Regardless of the current economic scenario we will help you hold on to principles that last and eliminate the fears that retirement can generate.
There are no “one size fits all” solutions.
There are steps to take before and after retirement that will help you enter and exit your retirement years with confidence and dignity. This class will discuss the myriad of investment products available including “what to avoid -to-“what to look for.” You will receive practical education and real life insights to equip you in planning for and living out a more secure and fulfilling retirement future. The Retirement Smart Course is for adults who are serious about taking charge of their retirement
Advance registration is required. Class sizes are limited so register today!
Who Should Attend
The Retirement Smart course moves beyond basic concepts such as the differences between Roth and Traditional IRAs. This course is designed to provide practical, real life help for adults who are preparing for or already navigating through retirement. It is designed for those who want to take charge of their retirement and manage the effectiveness of their estates.
Whether you are an entrepreneur, recently single due to death or divorce, newly retired or not planning to retire for decades this course will provide practical and actionable insights. You will learn to identify and prioritize your retirement goals and how to integrate your values and wealth. You will learn how to protect and grow the wealth you have built. Take a fresh look at whether your investments really match your appetite for risk.
Many Americans live two to three decades or longer in retirement. Most envision being active and productive as they age. However many do not have a plan that matches their retirement vision. Retirement Smart addresses practical planning issues for pre-retirees and strategies to assist the already retired to maximize their retirement years.
Retirement Smart will guide participants in creating realistic retirement goals and also provide practical insights for reaching those goals. Topics include maximizing Social Security, how to choose a Medicare plan, managing risk, tax planning verses tax preparation, “on purpose investing” and more. The focus is practical and focused on what participants can control regarding their futures.
OBJECTIVE EDUCATION
Unlike financial seminars that focus on a single topic, this multi-session course focuses on education that will help participants see the big picture and integrate key elements into a workable plan. Goals, budgets, cash flow, taxes, investments, risk management, legal and health issues all must be considered in retirement planning. Too often each of those areas is treated separately, as if one had no impact on the next. This practical course will show how to combine the puzzle pieces to create a bright retirement picture to enjoy for years to come.
RSVP to one of the following sessions:
Tuesday Sessions
Tuesdays 6:30 – 9:00 pm:
March 10th – 17th – 24th – 31st
Wednesday Sessions
Wednesday 6:30 – 9:00 pm:
March 11th – 18th – 25th – April 1st
Meet Your Host and Instructor
DR. MICHAEL SULLIVAN
VP Advisory Services at The Estate Planners Group
Dr. Michael Sullivan has held executive positions in both non-profit and for profit organizations for more than thirty years. He is skilled at helping individuals and organizations meet their strategic goals. After leaving the non-profit sector Michael began his financial services career with Prudential Financial in 1996 as a Financial Advisor. He has served as Vice President of Advisory Services with The Estate Planners Group since 2006.
NBC 10 (Philadelphia), Foxnews.com, and FoxBusiness.com have featured Michael for his financial insights and perspectives. His articles have been published on Bloomberg’s Businessweek.com, and he has been quoted in various online publications including: AARP, Yahoo! Finance, and The Street.
Michael earned a Doctor of Ministry degree from Regent University in Organizational Leadership and Renewal. He also attended The Wharton School of the University of Pennsylvania where he earned the Certified Investment Management Analyst designation (CIMA®).
Retirement Smart Penn State Berks Registration
The course consists of four sessions offered on consecutive Tuesdays OR Wednesdays
