Dates: October 25 and 27, 2016
Location: The Great Hall, 1900 S. Germantown Pkwy, Germantown, TN 38138
Registration Fee:$59 per person/couple
What could you learn from this course?
Why Adult Financial Education?
Why is Retirement Planning Education Now More Important?
The U.S. economy continues to suffer as it recovers from a global economic collapse. Many people now face hard realities about their ability to reach an enjoy retirement. This course explores the basic issues facing pre-retirees and demonstrates how to build a solid well-thought-out integrated financial base, reduce risk, and help preserve your estate. Important retirement concepts in key areas will ultimately determine your financial success. Learn how to take control of your finances and help position yourself for a better future.
How You Can Utilize Financial Education
The course curriculum applies fundamental principles to a variety of financial situations. In addition to receiving the latest facts and figures on retirement planning, you’ll also benefit from visual aids and handouts that are clear, concise and easy to understand. The instruction is designed to show you a number of financial concepts that will expand your knowledge base.
Who Can Benefit?
If you are between 45 and 70, “Why Not Retire Your Way?” may help build and preserve your wealth. You can gain the confidence to take charge of your retirement and learn how to decrease your risk while helping to preserve your retirement income.
You will receive a 135-page workbook containing financial concepts and topical worksheets that follow the instructor’s PowerPoint presentation and which can serve as a reference tool in the years to come. It includes easy-to-complete exercises and worksheets that can reinforce learning.
Define and Create Your Retirement
Assess the Costs of Retirement
Evaluate the Sources of Income
Invest for the Future
Protect your Health and Wealth
Receiving Funds from Retirement Plans
Manage your Estate Distribution
Why Should You Attend?
As Americans we spend most of our adult lives making financial decisions, yet receive virtually no formal financial education from elementary school through college to prepare us for these challenges. Many people get an education to learn a career – and, in turn, to make money. This course will help you understand what to do with that money.
Market downturns, taxes, inflation, lack of knowledge, inadequate planning, and failure to take action can hurt. Learn how to help identify and bypass them.
Sound financial strategies can give you the background and perspective to make more informed decisions. You can become more confident and decisive about what you want and the options you have.
This course is designed to help you understand the steps in the retirement planning process. You’ll learn how to formulate realistic goals based on your individual retirement needs, risk tolerance, and length of time to retirement.
Experience shows that procrastination is the single biggest reason people fall short of achieving retirement goals. After completing this course, you’ll be better prepared to start taking steps immediately to help improve your overall retirement picture.
This course could help if you…
What are you getting for your money?
This informative course is designed for education purposes only. You’ll receive instruction about concepts and strategies, like identifying hidden risk, time horizon, and market volatility – not specific financial investments. Your instructor will use straight forward language and full-color graphics to illustrate important financial information you need to know.
The comprehensive 135-page financial workbook is both your guide to the course and a valuable reference tool. Take-home exercises allow you to plug in your numbers and review options that could impact your retirement.
Many students come to the workshop hoping to get answers to their specific financial situations. Since the workshop is designed for general education, if you have such questions you may arrange to visit with your instructor after the course is complete. This consultation is complimentary for workshop participants but is not required.
Benefits for Enrolling
The instructor(s) for this workshop use a proprietary blend of what-to-do with experience-based, real-world how-to information. It’s this blend that may prevent you from making expensive mistakes. In our experience, people don’t make mistakes because they want to, but because they don’t understand what their options are.
This course will explore how to:
A 2-hour fresh look at what drives market swings and how to adapt.
Here are some topics we’ll cover:
Securities, insurance, and advisory services offered through FSC Securities Corporation, member FINRA/SIPC. Additional insurance services offered through Radian Partners. Listed entities are not affiliated with FSC Securities.
Instructor: Frank C. Weightman, Ph.D., C.E.P., AIF
Accredited Investment Fiduciary
Certified Estate Planner, Investment Advisor Representative
For Women Only. No matter where you are in your life, this plain-language workshop may help take your emotional fitness and financial literacy to the next level. It can help you become emotionally and financially whole and prepare you for whatever comes next.
Instructors: Julie F. Mangus, LPC-MHSP (temp), M.S., M.A. and Frank Weightman Ph.D., C.E.P., A.I.F.