Course I
Financial Strategies for
Successful Retirement (New Braunfels, TX)
Course Consists of Four 2.5-Hour Sessions
Tuesdays - May 2nd, 9th, 16th, 23rd
Time: 6:45pm to 9:15pm
The New Braunfels Civic Center
Garden Room #105
375 South Castell Avenue
New Braunfels, TX 78130
Course Topics
- Financial Basics
- Your Retirement Income
- Investments
- Risk Management
- Estate Planning
- Optional Retirement Planning Consultation
Summary
This course presents objective and factual information related to retirement planning strategies. With nearly three decades of experience, our instructors help connect the dots between complex financial strategies and real life situations.
Course Tuition
You may either pay your tuition in advance or at the first classroom session. Regardless of when you pay, you must enroll in advance. Tuition is $59 in advance or $79 at the door. Included in your tuition is one copy of the workbook. You may bring your spouse or a guest for no extra cost.
You may purchase an additional workbook for your guest for $40. Please bring a check for additional materials payable to “Eagle Strategies LLC”. Checks only, please.
Course II
Financial Strategies for
Successful Retirement (Austin, Texas)
Course Consists of Four 2.5-Hour Sessions
The University of Texas at Austin has temporarily
paused Informal classes due to COVID- 19
Informal Classes at
The University of Texas at Austin
Thompson Conference Center
2405 Robert Dedman Drive
Austin, TX 78712
Course Tuition
Course Tuition is $79 and includes your workbook. Your workbook will be used for all 4 sessions.
Who Should Attend
This course may be for you if you are nearing retirement, already retired, or beginning to develop a retirement plan and are interested in hearing concepts and strategies that may help you make appropriate choices when confronted by investment alternatives, insurance coverage, increasing health care costs, tax reduction methods, and proper distribution of your estate at death. Retirement planning is for everyone and it is never too late to begin
What you may need to know about these retirement planning issues and more:
- Determining how much money you may need to retire.
- Potentially controlling your health-care costs.
- Using 401(k)s and IRAs to potentially reduce current income taxes and help save for retirement.
- Understanding sound investment strategies and alternatives.
- Transferring your estate to the loved ones and charities of your choice.
- Understanding your long-term care options.
What You Will Receive
Informative Instruction - The course material is presented in a clear, easy-to-understand, interesting format in an informal, enjoyable classroom setting.
Seminar Workbook - The colorful workbook contains practical exercises and examples to help you learn and remember the material covered during the seminar. You will be able to use the workbook as a reference tool for years to come.
Personal Financial Data Form - Step-by-step instructions are provided for developing a written summary of your assets, income, and Social Security and pension benefits.
Optional Planning Consultation - You are entitled to an optional private consultation after the conclusion of the seminar. This is your opportunity to ask specific questions regarding your financial future and goals.
This seminar is presented across North America by financial service professionals. They not only draw upon real-life experiences with numerous clients, they may also hold insurance licenses and securities registrations. Your local instructors are Mark D. Olson, CFP®, MSFS, CLU®, ChFC® and Michael A. Ferrara,CFP®, LUTCF®, Financial Planners offering financial planning and investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser and Registered Representatives of & offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency. Neither Horizon Wealth Strategies, LLC, its staff, nor NYLIFE Securities LLC or its representative/affiliates provide tax, legal or accounting advice. Please consult your own professionals for tax, legal or accounting advice. Horizon Wealth Strategies LLC is independently owned and operated from NYLIFE Securities LLC and its affiliates. All investing involves risk, including the possible loss of principal. Mutual funds are sold by prospectus. Please consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained from your financial professional. Be sure to read the prospectus carefully before deciding whether to invest..
