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Retirement Planning Today Seminar

Join us for an educational course for adults - ages 50-70

Retirement Planning Today® contains something for everyone. We address financial issues that pertain to the self-employed as well as employees of corporations and government agencies. The course is designed to teach you how to build wealth and align your money with your values to accomplish your goals in life. Whether you plan to retire 20 years from now or have just recently retired, the information you learn in this class can deliver rewards throughout your lifetime.

Learn how to void the 10 biggest retirement mistakes as we work our way through 8 course sections:

  1. Life Planning for Retirement
  2. Retirement Needs & Expenses
  3. Retirement Roadblocks & Mistakes
  4. Retirement Income Sources
  5. Retirement Plan Distributions
  6. Investments
  7. Risk Management & Asset Protection
  8. Estate Planning

We will address how to:

  • Determine the amount of money you need to retire
  • Create your own goals for a “successful retirement”
  • Eliminate debt and improve cash flow
  • Properly convert your IRA to a Roth IRA
  • Select the retirement plan distribution choice that is right for you
  • Plan your retirement income to preserve a comfortable standard of living
  • Transfer the risk of potential financial losses before or during retirement
  • Reduce or eliminate taxes, expenses, delays and legal challenges with estate planning

This class takes place over two sessions and you have your choice of in-person classes on Tuesdays or online classes on Thursdays:

  1. Thursday, March 24 & 31, 2022 from 6pm-8pm via the online link provided after registration
  2. Tuesday, March 29 & April 5, 2022 from 6pm-9pm at the Integrity Education Center, 395 W State Street, Suite C, Eagle, ID 83616 


Course Code: P2WRY1 

Registration is only $49 and includes attendance along with a spouse or partner, course textbook and an optional one-on-one consultation with your instructor.