Recent academic research from Boston College, The Wharton School of Business and the University of Michigan (among others) detail a fundamental shift in retirement planning for those nearing retirement or those already retired. The Baby Boomer Retirement Course at College of Lake County is designed as a comprehensive personal finance course for those in the early stages of retirement or those about to retire. It addresses difficult retirement decisions such as Optimal Asset Allocation, Income Planning, Social Security Maximization and the pitfalls to avoid. You will receive access to over 26 academic reports detailing the “New Rules of Thumb” as well as financial tools to help you better understand risk, taxes, budgeting and estate planning.

* Couples may attend for the price of one.
**Register and pay by 7/12/15 – Save $10.

You Will Learn:

  • Optimal Asset Allocation in Retirement
  • Defining Core Priorities
  • How Money Affects Your Life
  • How to Develop an Income Plan
  • Sequence of Returns Risk
  • Questions to Ask a Potential Advisor
  • When to Take Social Security
  • Reasons Retirees Run Out of Money

Tuition Includes:

  • Financial House in Order Guidebook
  • Getting Your Estate in Order Guide
  • Personal Wealth Index Scores/Report
  • Social Security Analysis Report
  • Course Workbook and Essential Reports
Presenter: Pete Conway
Syllabus Click Here
Course Fee: $49.00 (including $10 early discount)
Course Location & Address: College of Lake County
19351 West Washington Street
Grayslake, IL 60030
Map & Directions
Course Dates/Times: Wednesday, 7/15/15, 6:30 PM – 8:30 PM
Wednesday, 7/22/15, 6:30 PM – 8:30 PM
Wednesday, 7/29/15, 6:30 PM – 8:30 PM
Register Now for Wednesday Classes
Thursday, 7/16/15, 6:30 PM – 8:30 PM
Thursday, 7/23/15, 6:30 PM – 8:30 PM
Thursday, 7/30/15, 6:30 PM – 8:30 PM
Register Now for Thursday Classes

Investment Advisory Services are offered through Wealth Financial Advisory Services, LLC, a Registered Investment Adviser. Insurance and other financial products are offered separately through appropriately licensed and appointed individuals.