The LEARNING library

Classes & Seminars

These classes teach you to assess your financial situation and develop a personalized plan to help achieve and maintain your retirement goals.


Retirement Planning Today (Online)

Retirement Planning Today (Online)
This online class, hosted by Dennis Prout & Heidi Thompson, will teach you simple strategies for maximizing your retirement planning and saving. You will learn how to determine the amount of money you’ll need for retirement, eliminate debt and improve cash flow, properly convert your IRA into a Roth IRA, and reduce taxes, expenses and delays with proper estate planning. You’ll be empowered to create your own goals for a successful retirement. This class is taught online.

Two Schedule Options:
Tuesdays, October 6 & 13 : 6–8 p.m.
Thursdays, October 8 & 15 : 6–8 p.m.

Instructor: Dennis Prout, CFP® and Heidi Thompson, Financial Advisor

Cost: $39

Register Here

Enter Course ID: T67161

Call Meg Rosenberg for questions or assistance: 231-947-3995