Retirement Planning Today

Retirement Planning

 

Session 1: Wednesdays, September 27 and October 4
Session 2: Wednesdays, October 11 and October 25

5:30 to 8:30 pm / Cost: $59 / WCU at Biltmore Park
Note: The Tuesday/Thursday dates are no longer available, so if you proceed, you will have a choice of registering for one of the Wednesday night options listed above.

Register Online

Course Description:
Retirement Planning Today is a course held on two evenings during the week. It is designed to deliver comprehensive, objective information to help you achieve your most important financial goals.  The course covers many key aspects of planning for retirement such as income tax planning, retirement income and expenses, risk management, investment management, and estate planning. The course also focuses on retirement lifestyle planning, goal setting, and discusses many retirement roadblocks and mistakes.

As an educational experience, Retirement Planning Today contains something for everyone. We address financial issues that pertain to the self-employed as well as employees of corporations and government agencies. The course is designed to teach you how to build wealth and align your money with your values to accomplish your goals in life. Whether you plan to retire 20 years from now or have just recently retired, the information you learn in this class can deliver rewards throughout your lifetime. You went to school to prepare for your career. Now it’s time to prepare for your retirement.

Participants can choose to attend either one of the sessions listed above. 

Instructor Bio: Joel Kelley, CFP®
Joel Kelley is a Certified Financial Planner practitioner and has been a fiduciary financial advisor professionally since 2003.  Mr. Kelley also has a background in teaching, and holds a Master’s degree in Education.

Instructor Bio: Jacob Sadler, CFP®
Jacob Sadler is a Certified Financial Planner practitioner and has been in the field of personal finance since 2011.  Mr. Sadler enjoys teaching as well, and believes that education is an integral part of reaching any goal.

For more information call 828-227-7397 or email jcthompson@wcu.edu.

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