Baby Boomer Basics: How to retire & stay retired. (Sep 14th OR 16th. Provo)

550 North University Avenue,Provo UT 84601

14 September, 2021

Description

Learn how to create a successful retirement and STAY retired! Baby Boomers everywhere are getting ready for retirement. Because the modern financial landscape continues to shift, retirement strategies also have to shift. But in what ways? And how can you be more prepared for the future? During this 1-hour class and with your accompanying workbook, we’ll provide a brief overview of the current retirement landscape, risks baby boomers could face in the future, and financial strategies designed for life after work. We will address: TaxesSocial SecurityOften overlooked risks in retirementHow to build and manage a portfolioGenerating income in retirementA short summary follows. For a more detailed overview, please click here. A Collaborative Classroom Setting The class is taught by Martin Hurlburt, a licensed financial professional, well-versed in the course subject matter, and with a passion for teaching others information pertinent to today’s new retirement landscape. Sessions are designed to help you feel comfortable to ask questions and share information about your own retirement journey. Martin is a certified retirement counselor (CRC), which means he has taken advanced courses in all things retirement. He also did a Tedx talk that explored the role emotions play when it comes to managing money. To watch the Tedx talk, click here. Baby Boomer Basics Workbooks As part of this course, you’ll receive materials specially created to help you follow along with the teaching. Designed for you to reference throughout your journey, the workbook will include sections for note taking and personal feedback. Baby Boomer Basics Lab Session As an extension of the course, you can arrange a personal, one-on-one financial lab with your course instructor to dig deeper into your personal retirement journey and understand how the key takeaways from the course may affect your personal situation. This initial confidential, no-obligation financial lab with a licensed financial professional is available at no additional cost.