Retirement Planning Fundamentals

The RETIREMENT PLANNING FUNDAMENTALS® course focuses on concepts and strategies to help you plan for your retirement so that you can live comfortably and take control of your finances.   It 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.  The goal of the class is to offer comprehensive financial education to individuals and families utilizing proven retirement planning strategies in an engaging, no pressure learning environment.

Sample topics include: managing cash flow and taxes, ways to grow wealth in a tax-advantaged way, protecting and preserving your wealth, generating income in retirement, risk management, social security strategies, risk management, and proper estate planning techniques. 

Our team has partnered with the Association of Financial Educators (AFE), a non-profit educational bureau dedicated to promoting widespread and comprehensive financial literacy, to conduct this course.  Join us for our next course sessions, which will be offered in early 2025 in the Roswell and Alpharetta areas!