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An Adult Educational Series

Financial Strategies for a Successful Retirement

A 6-Hour Information-Rich Educational Course.

Get on the right track to achieving financial success.

Unfortunately, most people will spend more time planning their vacations than planning for their financial futures. This can be a recipe for disaster.

During this comprehensive retirement planning course, you'll learn how to:

  • Avoid the 10 biggest retirement planning mistakes.
  • Determine how much money you’ll need to retire.
  • Implement strategies to ensure your money lasts.
  • Diversify your investments to seek maximum return potential.
  • Minimize volatility in your investment strategy.
  • Use 401(k)s and IRAs to reduce your current income taxes and save for retirement.
  • Mitigate the increasing costs of healthcare and long-term care.
  • Customize your estate plan according to your wishes.
  • Select the retirement plan distribution choice that is right for you.
  • Use new tax laws to your advantage.
  • Get the most out of your social security benefits.
  • AND MUCH MORE!

These information-packed sessions are taught using interesting examples in an enjoyable classroom setting.

Attendees enjoy the interactive lecture format where participation and questions are encouraged but not required. Unlike financial seminars that focus on a specific topic, this comprehensive course helps you to see the “big picture”. It examines many aspects of personal finance and how they can work together to create an
integrated retirement plan.

What Is Included With This Course

Comprehensive Education.  You’ll be instructed on retirement planning strategies for 6 total hours (split over 2 evenings). We’ll start off by covering the basics before moving into advanced strategies for maximizing your wealth.

Workbook.  The colorful 180 page workbook contains the content covered in class along with practical exercises and examples to help you learn and remember everything covered in the class.

Optional Planning Consultation.  You are entitled to an optional strategy session after the conclusion of the class. This is your opportunity to ask specific questions regarding your financial future and goals.

  Locations for this Course:

Tri-C Corporate College West
Tri-C Corporate College East
Cuyahoga Valley Career Center
University of Akron (Medina Campus)
Lakeland Community College
Ohio State University
Ohio University
University of Maryland University College
Diablo Valley College
Vanderbilt University



Choose From Two Options:

Option 1:  January 23rd & January 31st ( 6:30pm - 9:30pm )
Option 2:  Februray 1st & February 8th ( 6:30pm - 9:30pm )



Workshop Instructors

Derek Gabrielsen, CRPC®

Tri-C Corporate College West

Chris Kichurchak, CRPC®

Cuyahoga Valley Career Center

Tony Zabiegala, CRPC®

Notre Dame College

Nick Deshmukh

University of Akron (Medina Campus)

Doug Harbaugh, CRPC®

Lakeland Community College

Bob Hawkes, CFP®

Vanderbilt University

Andrew Ferraro, CFP®

Ohio State University

Bob Gavlak, CFP®

Ohio University

Nathan Garcia, CFP®

UMUC

Peter Brunton, CFA®

Diablo Valley College

Bob Hawkes, CFP®

Vanderbilt University