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Retirement Elevated 2-Night Course


Location:

11400 Concordia University Dr.
Austin, Texas 78726

Directions

Dates:

October 12 & October 19

Time:

6:30 pm - 9:30 pm

6-Hour Retirement Course over 2 nights!

This well-designed course will take a deep dive into the 6 most impactful topics of retirement.
It’s never too early or too late to plan for this very important phase of your life.


Are you nearing or already in retirement? Attend this course and acquire the tools to make sound financial decisions that will guide you to and through retirement. You will receive a workbook binder, supplemental materials and homework!

  • Define retirement and what’s important to you
  • Realistically estimate your income and expenses
  • 3 strategies for creating an income that lasts a lifetime
  • 4 costly Social Security mistakes and how to avoid them
  • IRA vs Roth IRA: Can you convert? Should you?
  • Reduce expenses and preserve the value of your estate
  • Have you looked ahead to what Healthcare will cost and how you will pay for it?
  • Estate planning strategies
  • Risk Mitigation
  • And much more…

Register For This Event