Passport to Retirement: PA

Passport to Retirement contains something for everyone, addressing the financial issues that may be an obstacle to your retirement.

Led by a Certified Financial Planner, the information you learn will serve you throughout your lifetime.

Here’s what’s included:

Determine the amount of money you need to retire
Understand how inflation can impact your retirement planning decisions
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
Attend with spouse, partner, or guest at no additional cost
Take-home course textbook
Optional 1-1 consultation

Gwynedd Mercy University

Location:

Gwynedd Mercy University

University Hall Room E 109

1325 Sumneytown Pike

Gwynedd Valley, PA 19437

Dates and Time:

Tuesday, Sept 16th and 23rd

Thursday, Sept 18th and 25th

All sessions:

6:00 to 9:00 pm