Retirement  Planning Today

Each course consists of three 2 ¾ hour sessions.

Learn what you need to know about these retirement planning issues and more:

• Determine whether or not you can retire early
• Pinpoint your financial needs for retirement
• Learn how to potentially minimize your taxes
• Allocate your assets using mutual funds
• Learn how to seek maximization of your income without subjecting yourself to unnecessary risk.
• Understand your long-term options.

Key Retirement Planning Issues

This course will equip you with the facts you need to prepare for a financially secure retirement. You will learn to seek maximization of your income and get more from investments. You will also learn how to protect your hard-earned money from inflation, income taxes and erosion due to possible long-term health care needs. This seminar will show you a conservative approach to wise money management and will identify lifestyle issues facing retirees. The information you receive may pay dividends for the rest of your life.

The information you receive is current, comprehensive and noncommercial. The seminar has been carefully designed to provide the information you need, without overloading you with unnecessary financial jargon.

Optional Personal Plan and Consultation

You will be assigned homework during the course. At your discretion, you submit this homework to the instructor, who will use it to develop your confidential financial analysis. You are entitled to a private retirement planning consultation with the instructor at the end of the seminar. This meeting is your opportunity to analyze your financial situation, help develop your financial plan and have your questions answered.

Who Should Attend

The material is relevant to those in the early stages of retirement planning as well as those who are very close to retirement. The course curriculum is designed for people who are serious about gaining money management knowledge. Attendees should commit to several evening sessions and a few hours of homework.

Offered throughout the United States and Canada by trained, licensed professionals, these seminars have been recognized for their exceptional content. The courses have been sponsored by over 1800 corporations, 1200 organizations, and 1800 educational institutions.

Course Topics

• Financial Basics
• Your Retirement Income
• Investments
• Risk Management
• Estate Planning

What You Will Receive

• Comprehensive Instruction
• Seminar Workbook
• Personal Financial Data Form
• Optional Planning Consultation

Registration

Register online using our secure registration system with VISA, MasterCard, Discover or Diners International for payment. Your spouse or guest may be enrolled at no extra cost.

Refund Policy

The University of Connecticut reserves the right to cancel or reschedule a program in the event of insufficient enrollment or unforeseen circumstances. The registration fee is fully refundable prior to the first day of the program, less a $30 administrative fee for processing if you notify the Business Office at 877-892-6264 or 860-486-4905.  Registrants unable to attend and who do not cancel are subject to the entire fee. Participant substitutions may be made at any time.