OBJECTIVE, COMPREHENSIVE, REAL-WORLD EDUCATION

RETIREMENT PLANNING FUNDAMENTALS is an entertaining and informative, educational course developed by CERTIFIED FINANCIAL PLANNER^™ professionals with many years of real-world experience. It is completely free of “sales pitches” and technical language, and without references to specific financial products or services.

CLASS INSTRUCTION

The material will be presented in person in a relaxed, friendly environment where your participation and questions are welcome. If you want to discuss specific products or services with your instructor, you may do so during the optional retirement planning consultation.

RETIREMENT PLANNING FUNDAMENTALS WORKBOOK

Attendance is free, but there is a $59 materials fee for the course. This includes a comprehensive workbook focusing on money, investing, retirement and finance that will help you apply and retain the information discussed during the course. The workbook is packed with exercises, practical examples, and charts to help you apply what you learn to your own situation. The workbook and other handouts are yours to keep as a reference tool.

OPTIONAL ONE-ON-ONE MEETING

After the last class session, you will have the opportunity to meet privately with your instructors for a personal retirement planning discussion (or lab). During this meeting, you can ask specific questions regarding your personal financial needs and objectives. There is no cost or obligation to attend this planning session.

PERSONAL FINANCIAL FACT FINDER

The personal financial fact finder will help you understand where you stand financially today. It provides a way for you to summarize how much income, savings, and debt you currently have. Once you complete the fact finder, you can use this information as a springboard to develop a personalized financial strategy to pursue your retirement goals.

RETIREMENT PLANNING FUNDAMENTALS is presented across the country by highly experienced financial services professionals and CERTIFIED FINANCIAL PLANNER^™ professionals. They draw on real-life experiences with numerous clients and hold various securities registrations and insurance licenses.