Retirement Planning Fundamentals focuses on how you may prepare for a comfortable retirement. This course consists of three virtual sessions in total and is presented in a friendly, relaxed atmosphere where your participation and questions are encouraged! The material is taught in a way that is easy to understand, using real-life examples that may be applied to your situation. We will introduce you to concepts and strategies that may help you handle your day-to-day finances, potentially reduce your taxes, and manage your investments. What’s more, it will discuss how you can assess your current financial situation and develop a personalized plan that may help you pursue your retirement goals.

Unlike many free, one-to two-hour workshops that promote specific financial products, Retirement Planning Fundamentals is completely educational. The information you receive is objective and factual, without any references to specific financial products. This course introduces concepts and strategies that may help you make informed financial decisions. However, if you want to discuss specific financial products and services, you may do so during the optional retirement planning consultation.