Upcoming Educational Classes

During the Spring and Fall we offer two classes at a variety of locations; 

  • Temple University, Ambler Campus
  • Rowan College, Mt. Laurel Campus
  • Rider University
  • Haverford Park & Recreation Center

Class sizes are limited so you want to register early!

For more information email Greg at gcrothers@financialguide.com

During these workshops you will learn to; 

  • Determine the amount of money you will need to retire
  • Create your own goals for a "successful retirement"
  • Eliminate debt and improve cash flow
  • Properly convert your IRA to a Roth IRA
  • Select the retirement plan distribution choice that is right for you
  • Plan your retirement income to preserve a comfortable standard of living
  • Transfer the risk of potential financial losses before or during retirement
  • Reduce or eliminate taxes, expenses, delays and legal challenges with estate planning

The two courses that are offered are shown below:

Retirement Planning Today®

An Educational Course for Adults - Age 50-70

In this course you'll learn how to: manage investment risks, use new tax laws to your advantage, make informed decisions about your company retirement plan, and adjust your estate plan to function properly under the new laws.

However, money is only one aspect of retirement planning. This course blends financial education with life planning to help you build wealth, align your money with your values, and achieve your retirement lifestyle goals.

This course includes a 224-page illustrated textbook. Couples may attend together for a single registration fee.

 

Rejuvenate Your Retirement®

 

This comprehensive course covers key issues for retirees.  You discover new ways to stay mentally, physically and socially active, as well as making your money last by learning about important financial topics such as tax planning, investment risk management, maximizing social security and Medicare, and estate planning.  Above all, you discover how to apply this knowledge to help you pursue a more active, healthy and financially secure lifestyle in retirement.  

Money is one aspect of post-retirement planning.  Rejuvenate Your Retirement® discusses fun and fulfilling activities such as travel, hobbies, sports, business ventures and ways to protect yourself against elder fraud abuse. 

This course includes a robust illustrated workbook.  Couples may attend together for a single registration fee.