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 (LIVESTREAM)

Retirement Planning Today is a comprehensive course that helps you see the “big picture.” It examines many aspects of personal finance and how they can work together to create an integrated retirement plan. In this webinar, you will learn about the many ways to save for retirement. You will discover how to save money on taxes, manage investment risks and protect your assets from potential long-term health care expenses. It will also teach you how to avoid the top 10 biggest retirement planning mistakes. You will receive a workbook via email with examples and illustrations to follow along with the classroom presentation along with bonus worksheets. This course is educational and non-commercial. No specific financial products are discussed or sold. Class size is limited.

More Information (pdf download)

Date: February 4 & 11 (This course consists of two sessions)

Time: 6:00–8:00 p.m.

Location:
Online Class – Live Private Zoom Call

Register Here

Retirement Planning Today

Retirement Planning Today — CLASS FULL

Retirement Planning Today is a comprehensive course that helps you see the “big picture.” It examines many aspects of personal finance and how they can work together to create an integrated retirement plan. By attending the class, you will learn about the many ways to save for retirement. You will discover how to save money on taxes, manage investment risks and protect your assets from potential long-term health care expenses. It will also teach you how to avoid the top 10 biggest retirement planning mistakes. You will receive a workbook with examples and illustrations to follow along with the classroom presentation along with bonus worksheets. This course is educational and non-commercial. No specific financial products are discussed or sold. Class size is limited.

More Information (pdf download)

Date: February 2 & 9 (This course consists of two sessions)

Time: 6:00–9:00 p.m.

Location:
Northwestern Michigan College
University Center Campus, Room 213
2200 Dendrinos Drive, Ste. 202
Traverse City, MI 49684

Register Here