Course Outline Section 1: Life Planning for Retirement  Traditional vs. new retirement  New retirement opportunities  Values and objectives in nine areas of life  The retirement planning process Section 2: Retirement Needs & Expenses  Early retirement trends  How long must your money last?  Inflation,

You are invited to… An Investment & Retirement Planning Education Course An Educational Course for Adults – Ages 50 + Why Financial Education is Important Due to recent tax law changes, an uncertain future for Social Security and the shift toward employee-directed retirement plans, the need for sound financial strategies

A path forward Welcome to August! As we continue to march through a remarkable year, I hope that all of you are doing well and can see a path forward. First, a little financial update - although the GDP -   (Gross Domestic Product - is the total