Rejuvenate Your Retirement^®!

A lifestyle course for retirees (or soon-to-be retirees)

While many workshops focus on pre-retirement planning, this unique course focuses on issues, needs and concerns that are on the minds of today's retirees. Whether you have immediate needs or are contemplating future financial concerns, this course provides a wealth of answers.

Discover how to:

• Construct an enjoyable lifestyle of travel, hobbies, sports, social events, business ventures, lifelong learning, and more.
• Identify and avoid major threats to your retirement nest egg.
• Preserve & protect your retirement income to assure a comfortable lifestyle.
• Properly align your investment portfolio in accordance with your objectives, attitudes, and tolerance for risk.
• Maximize your Social Security retirement benefits.
• Determine whether or not you would benefit from converting your IRA to a Roth IRA.
• Reduce, avoid, and offset taxes when taking distributions from mutual funds and IRAs.
• Plan for and evaluate health care needs, long-term care, incapacity, and end-of-life concerns.

Making sure you don't out-live your money is one of the most important issues in post retirement planning!

Join Certified Financial Planner™ professional Mark Dennis for this informative and educational 4-hour workshop, delivered in two 2-hour sessions on two separate days:  Tuesday, Feb 28 and Mar 6 at 1:00 P.M. You must attend both sessions to complete the course.

Reservations Required. 

Cost:  $35  -  includes one workbook.  Spouse or guest may attend at no additional charge.
Cash, check, or credit card accepted.