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.

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 For $49

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 - Westlake, OH
Tri-C Corporate College East - Warrensville Hts, OH
Cuyahoga Valley Career Center - Brecksville, OH
Revere High School - Richfield, OH
Hudson High School - Hudson, OH
University of Akron (Medina Campus) - Medina, OH
Lakeland Community College - Kirtland, OH
Ohio State University - Columbus, OH
Ohio University - Pickerington, OH
University of Maryland University College
Diablo Valley College
Vanderbilt University

Choose From Two Options:

Option 1:  January 23rd & January 30th ( 6:30pm - 9:30pm )
Option 2:  February 8th & February 15th ( 6:30pm - 9:30pm )

Workshop Instructors

Derek Gabrielsen, CRPC®

Tony Zabiegala, CRPC®

Nick Deshmukh

Doug Harbaugh, CRPC®

Bob Hawkes, CFP®

Andrew Ferraro, CFP®

Bob Gavlak, CFP®

Nathan Garcia, CFP®

Peter Brunton, CFA®

Bob Hawkes, CFP®