Addressing retirement issues & concepts in an unbiased educational environment

Take Control of Your Financial Future

Modern Retirement Planning™ is a workshop study designed to help individuals comprehend the principles for successful retirement. You will learn how to set reasonable goals based on your personal means. You will be introduced to the concepts and terminology that are so frustrating to individuals approaching retirement age. The course is not biased toward any company or product, but rather focuses on the concepts needed to make informed decisions. With knowledge, you gain confidence. With confidence, you gain control. Take control of your retirement!

Appropriate for Adults Ages

Who should attend?

Individuals who have already retired, are nearing retirement or are developing a retirement strategy can benefit from this course. 21st century retirees face many new challenges. You will discover ways to insulate yourself from the risk of rising taxes, how to enhance your Social Security benefits and strategies to protect against unexpected health related expenses.

Objective, unbiased, up-to-date instruction


The six-hour course will be taught in two three-hour sessions by local financial professionals. These qualified instructors bring years of experience and real-life stories to the classroom helping illustrate difficult financial concepts and strategies. If you have personal concerns or questions about your situation, you may arrange to meet privately with the instructor. This opportunity is offered at no additional charge to students and guests of students. This session is optional and is meant to provide attendees with additional value although it is not require to complete the course.

Education is knowledge and knowledge cultivates confidence

Course Goals

To enable you to make effective retirement decisions and to prepare you to more confidently exert control over your retirement planning process.

Highly informative and the instructor is very knowledgeable. I would highly recommend this so others are better informed of their benefits & rights as they prepare for retirement.


Eye-opening information to assist with ensuring I understand the many options and tools associated with retirement.


Very informative and presented in a manner that was easy to understand. I highly recommend this workshop.


The testimonials may not be representative of the experience of other attendees and are no guarantee of future performance or sucess.

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