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PlanSmart

 

                                                                     


It's never too early, or too late to PlanSmart for your retirement.

Enter "Einstein" to register for classes, or call 1-866-801-3547
 

 

Learn how to better manage your finances in a free four-part workshop series so you can Retirewise.

Montgomery Classes, Modular Building, Administrative Classroom:
Retirewise:

Tuesdays - January 9th, 16th, 23rd, and 30th - from 7:30 - 8:30pm

Philadelphia Classes, Sonia's Room:
Retirewise:

Wednesdays - January 10th, 17th, 24th, and 31st - from 7:30 - 8:30pm

Elkins Park Classes, G1 Conference Room:
Retirewise:

Thursdays - January 18th, 25th, February 1st, and 8th - from 7:30 - 8:30pm

Retirewise Session 1:  Building the Foundation

You will envision the retirement you want and how you will finance it based on current and future retirement trends.  We will cover some financial basics as well as the importance of tax diversification.  You will start to see how what you already have will contribute to the retirement you want.

Session 2:  Creating and Managing Wealth

You will begin to look at how to prepare before retirement to generate income during retirement.  You will look at investment risk, investment strategies, retirement expenses and several sources of retirement income.

Session 3:  Establishing Your Retirement Income Stream

Building onw hat you have learned so far, you will learn how to structure a retirement income stream to address your retirement wants and needs.  We will examine the risks that could impact your retirement funds and how to manage assets to help provide lifelong income.

Session 4:  Making the Most of What You Have

You will review the benefits your employer offers, together with other benefits for a clear understanding of how they fit into your retirement plan.  We will also look at the basics of estate planning, wills and trusts.