+ All Categories
Home > Documents > Retirement Planning Today Workshop

Retirement Planning Today Workshop

Date post: 21-Jul-2016
Category:
Upload: trident-technical-college-division-of-continuing-education-and-economic-development
View: 219 times
Download: 2 times
Share this document with a friend
Description:
Flier promoting summer workshops produced by the Trident Technical College Division of Continuing Education and Economic Development based in North Charleston, South Carolina. Workshops take place in both North Charleston and Mount Pleasant, South Carolina. (Produced April 2015)
2
Continuing Education Summer 2015 Retirement Planning Today ® An Educational Course for Adults Ages 50 to 70 In this course, you’ll learn how to: Manage investment risk. Use new tax laws to your advantage. Make informed decisions about your company retirement plan. Adjust your estate plan to function properly and address new laws. However, money is only one aspect of retirement planning. This course blends financial education with life planning to help you build wealth, align your money with your values and achieve your retirement lifestyle goals. Course Outline Life planning for retirement Retirement needs and expenses Retirement roadblocks and mistakes Retirement income sources Retirement plan distributions • Investments Risk management and asset protection • Estate planning What You Will Receive • Classroom instruction 225-page course textbook • Objective education Couples can attend for a single fee • Optional consultation ENHANCE EQUIP EXPLORE Continuing Education www.tridenttech.edu/ce
Transcript
Page 1: Retirement Planning Today Workshop

Continuing Education

Summer 2015

Retirement Planning Today®

An Educational Course for Adults Ages 50 to 70

In this course, you’ll learn how to:• Manage investment risk.• Use new tax laws to your advantage.• Make informed decisions about your company retirement

plan. Adjust your estate plan to function properly and address

new laws.

However, money is only one aspect of retirement planning. This course blends financial education with life planning to help you build wealth, align your money with your values and achieve your retirement lifestyle goals.

Course Outline• Life planning for retirement• Retirement needs and expenses• Retirement roadblocks and mistakes• Retirement income sources• Retirement plan distributions• Investments• Risk management and asset protection• Estate planning

What You Will Receive• Classroom instruction• 225-page course textbook• Objective education• Couples can attend for a single fee• Optional consultation

ENHANCEEQUIP

EXPLORE

Continuing Education

www.tridenttech.edu/ce

Page 2: Retirement Planning Today Workshop

Summer 2015 Registration Form

Cost: $89 (advance registration is required)I will attend: o 3-day Session on May 5, 12 and 19, 2015 from 6:30-8:45 p.m., Main Campus, XBAF 502-002o 3-day Session on May 7, 14 and 21, 2015 from 6:30-8:45 p.m., Main Campus, XBAF 502-003o 3-day Session on June 16, 23 and 30, 2015 from 6:30-8:45 p.m., Mount Pleasant, XBAF 502-MP2o 3-day Session on June 17, 24 and July 1, 2015 from 6:30-8:45 p.m., Mount Pleasant, XBAF 502-MP3

Name: ______________________________________________________________________________________________________Address: ____________________________________________________________________________________________________City: _______________________________________________________ State: __________________ Zip: _____________________Daytime Phone: _____________________________________ Evening Phone: ___________________________________________I am bringing my spouse or guest at no additional charge. Tuition includes one workbook.Name of spouse or guest: ______________________________________________________________________________________

I am paying by: o Check (payable to Trident Technical College)o VISA® o MasterCard® o American Express® o Discover®Credit Card Number: _______________________________________________________Expiration Date: _____________________Credit Card Billing Address: _____________________________________________________________________________________Cardholder Signature: _________________________________________________________________________________________CVV code on back of card ______________________________________________________________________________________

RegistrationSeating is limited so register today! There are five easy ways to register.1. Call 843.574.6152 and pay by credit card (VISA®,

MasterCard®, American Express® and Discover®).2. Visit www.tridenttech.edu/ce and choose

Registration Information.3. Complete the registration form and mail with

your payment to: Trident Technical College P.O. Box 118067, CE-M Charleston, SC 294234. You may also fax the form to 843.574.6470.5. Come to the Complex for Economic

Development/Continuing Education Center (Bldg. 910), Room 102, Main Campus, 2001 Mabeline Rd., North Charleston, to complete registration and pay. Registration hours are 8 a.m.-5 p.m., Monday-Friday.

Trident Technical College does not discriminate in admission or employment on the basis of race, gender, color, national or ethnic origin, age, religion, disability, marital status, veteran status, sexual orientation, gender identity or pregnancy.

Produced and printed by Trident Technical College. 4/15


Recommended