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CEU and Certificate Request

Passport to Retirement - Memphis

Dates: Tuesday & Thursday, October 8 & 10, 2019 - Register Now

Location: The Great Hall Conference Center, 1900 Germantown Rd, Germantown, TN

 

Dates: Tuesdays, Oct. 22 & 29 - Register Now

Location: 5865 Ridgeway Center Parkway 3rd Floor, Memphis

 

Time: 6:00 - 9:00 pm

Registration Fee:   $59 per person/couple

Instructor:  Larry Tolbert

This course will explore how to:

  • Define and create your retirement
  • Assess the cost
  • Evaluate sources of income
  • Invest for the future
  • Receive funds from retirement plans
  • Manage your estate distribution

What are you getting for your money?

  • Educational Content: 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.
  • Retirement Workbook: 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.
  • Optional Consultation: 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.
  • Benefits of 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.

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