Joliet | Shorewood | Naperville | Oakbrook Terrace

ABC Retirement Planning (2 week course)

When:
  • OPTION ONE: Sept, 19 & 26 2017 | 6:30pm to 9:00pm
  • OPTION TWO: Sept, 21 & 28 2017 | 6:30pm to 9:00pm

In this two class course, you will gain working knowledge of the principles of conservative investment strategies as they apply to retirement planning.  The materials cover planning paradigms, history of markets, impact of bear markets, retirement budgeting, aspects of financial decisions and more, while highlight the ABC Planning Model.  Increase awareness of the overall risk in the markets as well as possible asset allocation models to help manage exposure to risk.  This course covers conservative retirement planning, income planning, asset allocation and making appropriate financial decisions.  It is not designed to give specific solutions to individual needs.  This is not a financial seminar; this is a financial course of study where students will leave with the knowledge and confidence to make financial decisions suited to their level of risk and the goals they establish for themselves.  The fee per person or couple (or single bringing a friend) which includes one workbook and a textbook, “Social Security Made Simple.”  

Suggested age for this class: 50 +

Class Fees

Batavia Resident $49
Batavia Non-Resident $56
Non-Resident $64

An extra workbook can be purchased for $19.

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Next Class

Women & Retirement

  • Option One: Tuesday 3/19/2019 | 6:30pm - 8:30pm
  • Option Two: Thursday 3/21/2019 | 6:30pm - 8:30pm

Today, more women than ever want to know how to take care of themselves and their families financially.  But when facing retirement, women often face unique financial challenges such as […]

Details