Retirement Planning Today®
Retirement Planning Today® is a comprehensive course designed for adults aged 50 to 70 who are ready to take control of their financial future. Whether you're planning for a comfortable retirement or trying to make up for lost time, this course will give you the tools, strategies, and knowledge to make informed financial decisions.
Course Benefits
- Develop a Personalized Retirement Plan – Learn how to create a customized plan that works for your lifestyle, goals, and financial situation.
- Minimize Financial Risks – Understand how to protect your assets from risks such as inflation, market volatility, and unforeseen healthcare expenses.
- Tax Reduction Strategies – Discover ways to save on taxes and maximize your retirement savings using recent legislative changes.
- Peace of Mind – Gain confidence in your retirement future by knowing you’re making the best decisions for your financial well-being.
- Expert Instruction – Learn from certified experts with years of real-world experience.
What is covered
Throughout this course, we will cover a broad range of topics essential to retirement planning:
- Retirement plan distributions
- Investments
- Risk management and asset protection
- Estate planning
- Social security and taxes
- Retirement needs and expenses
- Estate planning and legal considerations
Additional Details
Cost: $59.00 (single registrant), $94.00 (registrant + guest – additional cost is for guest's workbook)
Location: JC Long, Room 336
Register to attend
*** System Downtime Notice: The payment system for course registration will be unavailable from Friday, June 27 at 5 p.m. through the morning of Monday, July 1 for fiscal year-end processing. Payment and final registration will not be available during this time. ***
- ($59)
- ($94, includes workbook for guest)
- ($59)
- ($94, includes workbook for guest)
Course Instructor
Nick Pavia is a Financial Advisor at Apollon Wealth Management based in ºÚÁϳԹÏÍø, SC, where he specializes in helping physicians, dentists, business owners, attorneys, families and individuals reach their specific financial goals. Nick received a Bachelor of Science degree in Corporate Communications from The ºÚÁϳԹÏÍø. His educational and industry background includes FINRA series 7, series 6, series 63, and series 65 registrations, as well as life, accident and health insurance licenses.
Frequently Asked Questions
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Are course materials included?
Yes, a workbook is included in the registration fee.
The course also includes a one-on-one consultation with the instructor if you need personalized advice.
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Do I have to pay a registration fee for my guest?
No. Your guest attends for free. However, the additional charge covers the cost of a second workbook for your guest. If you register yourself and a guest, your total will be $94.
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I am bringing a guest. Why does my registration total end up being $94?
There is no attendance fee for your guest. The additional charge covers the cost of a second workbook for your guest, bringing your new total to $94.
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