Financial Strategies for Successful Retirement®
A four‑session, classroom‑style course that helps you understand how much you may need, how to create income, how to manage healthcare costs, and how to protect your estate in retirement.
You’ve spent years working, saving, and trying to make good financial decisions. Now the questions feel bigger: How much do we really need to retire? When can we retire comfortably? What about healthcare costs, taxes, and leaving something meaningful behind?
At Horizon Wealth Strategies, we act as the architect and financial coach for your retirement. We connect retirement income, taxes, investments, healthcare costs, Social Security, Medicare, and estate decisions into one clear blueprint, so you can move from “I hope we’re okay” to knowing where you stand and what to do next.
Financial Strategies for Successful Retirement® is an educational seminar designed to help you prepare for a comfortable, confident retirement. Over four 2½‑hour sessions, you’ll hear clear explanations of retirement income strategies, investment principles, tax planning ideas, healthcare and long‑term care options, and estate planning basics—without product pitches or jargon.
Financial Strategies for Successful Retirement® – New Jersey
Location
Raritan Valley Community College
The Event Center, Room ATCC101
118 Lamington Road
Branchburg, NJ 08876
Dates
- Wednesdays – April 15, 22, 29 and May 6
- Thursdays – April 16, 23, 30 and May 7
Time
- 6:45 PM to 9:00PM
Financial Strategies for Successful Retirement® – Austin, Texas
Location
St. Edward’s University
Library Room 141
3001 South Congress Avenue
Austin, TX 78704
Dates
- Thursdays
- April 9, 16, 23, and 30
Time
- 6:30 PM to 9:00 PM
What this retirement class covers | What this class is and how it helps
Core services:
Financial Strategies for Successful Retirement is an educational seminar created to help individuals prepare for retirement with greater knowledge and confidence. The course is designed to be current, comprehensive, and noncommercial. It provides practical information without unnecessary jargon and helps participants understand how retirement decisions fit together.
Retirement Income: How Much You May Need
Estimate how much income you’ll need in retirement and how to help your savings last.
Planning for a Comfortable Retirement
Learn nine key steps, from goal‑setting to withdrawals, for a comfortable retirement.
Inflation and Purchasing Power
See how inflation affects your spending power and ways to help protect your lifestyle.
Investment Basics and Portfolio Risk
Understand core investments and how to manage volatility and risk in your portfolio.
Using 401(k)s, IRAs, and Tax‑Deferred Accounts
Review IRAs and employer plans, plus key rules for contributions and withdrawals.
Taxes in Retirement
Explore strategies to help lower taxes by coordinating withdrawals and account types.
Healthcare and Long‑Term Care
Review Medicare, supplemental coverage, and long‑term care options and costs.
Estate and Legacy Planning
Learn how wills, trusts, and beneficiary choices help transfer assets efficiently.
Learn About the Retirement Class
Who This Class Is For
This course is designed for people who are nearing retirement, already retired, or beginning to build a more thoughtful retirement plan.
Nearing Retirement
For individuals who want to better understand income planning, Social Security, Medicare, and how to prepare for the transition ahead.
Already Retired
For retirees who want more clarity around investments, taxes, healthcare costs, and long-term planning.
Planning-Focused Households
For individuals and couples who want to understand concepts and strategies before making major decisions.
People Looking for a Better Starting Point
For those who want education first and a clearer sense of what questions to ask next
How It Works
We start with clarity, then move to action
1
Learn in the Classroom
Attend four structured sessions that walk you through retirement income, taxes, Social Security, Medicare, investments, and estate planning.
2
Organize Your Information
Use the workbook and Personal Financial Fact Finder to bring your financial details into one place and understand how they fit together.
3
Apply It with Guidance
If you choose, schedule a one-on-one consultation to review your situation and turn what you’ve learned into a clearer plan.
What you receive as part of the course
Four classroom sessions
A course workbook
Practical examples and exercises
A Personal Financial Fact Finder
Step-by-step instructions for organizing your information
An optional one-on-one consultation after the course
Learn About the Retirement Class
What our clients say.
Retirement Events
Start with a clearer understanding of retirement
You don’t need to have everything figured out before you begin. This class helps you understand the decisions ahead and gives you a structured way to approach them.
It’s a practical starting point for anyone who wants to feel more prepared, more confident, and more in control of what comes next.