After taking this course, you will be able to...

Retirement Readiness Course

  • Review your own accounts for unnecessary fees and expenses

  • Understand how different investment types work together for your benefit

  • Decide which types of retirement accounts to keep, use, or close

  • Simplify your financial life

Course curriculum

Students are saying....

“This class helped me tremendously. We have been retired three years and have not been as hands on in keeping up with our retirement accounts, as we were prior to retirement . The class was a great refresher as well as a reminder to stay routinely involved and aware of our whole financial picture. Definitely worthwhile for me. Thanks Holly ! Look forward to hearing about the next course.”

Student

Maurice S.

Reviews

Retirement Readiness Course - I'm Interested

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