Designed for pre-retirees, ages 50-65.

In this course, you will learn how to plan for retirement, organize finances, and develop a personalized plan that empowers you to reach your long-term goals. Topics include learning how to best calculate savings needed to retire, employer retirement plans and how to maximize their potential, understanding taxes and how to utilize them to save money, managing investment risks, and much more! This course will take place over 2, 3-hour long sessions, available in-person or online.