Confused by retirement investing? This 3-part series breaks down your options and helps you build a plan—without jargon or sales pitches.
You’ve worked hard to save for retirement—now it’s time to make sure your money works just as hard for you. This 3-session course is designed specifically for retirees and pre-retirees who want to feel more confident about their investments and financial decisions. Whether you’re managing a 401(k), considering annuities, or wondering how to turn your nest egg into steady income, we’ll walk through the essentials in plain language—no sales pitches, no jargon, just practical guidance from a well-known fiduciary, fee-only financial planner.
Session 1: Understanding Your Investment Options. Get a clear, straightforward explanation of key financial tools—like stocks, bonds, mutual funds, and ETFs—and how each one plays a role in your retirement income strategy.
Session 2: Insurance, Annuities & Protecting What You’ve Built. Learn when (and if) tools like annuities, life insurance, make sense—and what to watch out for to avoid costly mistakes.
Session 3: Creating a Sustainable Retirement Income Plan. Explore how to turn your savings into a reliable paycheck, manage taxes, avoid common pitfalls, and protect your legacy. This course is ideal for anyone looking to simplify their financial life, protect their assets, and feel more in control of their future. Whether you manage your finances independently or work with an advisor, you’ll walk away with tools and insights to make more informed decisions.
What to Expect:
Gain clarity around investment options and the confidence to evaluate financial advice and products.
3 sessions | Wednesdays | Oct 15, 22, 29 | 10:30 – noon | HYBRID (choose to participate in-person at our classroom at the Easton Family YMCA on Peachblossom, or join by Zoom, or wait for the recording) | $50
