A Retirement Planning Class to Prepare You for What's Ahead

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Are these some of the questions on your mind:

  • When can I retire? How much income do I need in retirement? How much money do I need to retire?

  • What’s the best age to claim Social Security? What is my “Full Retirement Age?” Is waiting till 70 always better?

  • What will health insurance cost in retirement?

  • How do you get health insurance if you retire at 62 - years before Medicare?

  • What are the 4 types of Medicare? Which Medicare is best - for me? What does it cost?

  • Should I take a lump sum or monthly payments
    from my company pension?

  • How much income can I take from my nest egg?
    What strategies can help me optimize my plan?

  • How can I minimize my taxes in retirement?

  • How can I protect my retirement against stock market crashes but still get good returns?

  • How should I invest my money after retirement?

To get answers to these questions and more, attend The Retirement Continuum™ at UNF!

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A Comprehensive retirement class!

  • Dynamic Instruction

  • Case Studies

  • Real World Examples

  • Straightforward Language

Many people are disappointed at when they can retire, or with their retirement lifestyle, because they did not take the time to understand all their options. Simply put… they just didn’t know what they didn’t know.

Instead of just listing strategies and financial products, the course instructors will also provide academic research and backing for the recommended strategies discussed.  By expanding your knowledge base by examining new and alternate strategies, you can help position yourself to enjoy the optimal retirement lifestyle for your particular situation.

Dates & Times

Saturdays, September 30th and October 7th from 9am to 12pm
or
Tuesdays, October 3rd and October 10th from 6:30pm to 9:30pm

Tuition is $59 (covers two people)

Comprehensive Workbook and USB Flash Drive included in Tuition Price

This course will help you:

  • Determine if you can retire (or stay retired) successfully

  • Optimize your retirement income

  • Correctly manage healthcare in retirement

  • Learn to maximize your Social Security benefits

  • Reduce the taxes you pay in retirement

  • Confidently manage your portfolio now, and throughout retirement

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Investment advisory services offered by Paragon Wealth Strategies, a registered investment advisor. Additional information about Paragon, as well as its disclosure documents, can be found at www.Wealthguards.com.