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These courses are most appropriate for those who are at least 50 years old and have saved at least $500,000 for retirement. 

Success in retirement basically comes down to two things - having the knowledge to know what to do and having the confidence to do it. Our course arm you with both.

Do you know the 3 strategies for protecting your money from loss while still earning a modest return? How should you restructure your investment portfolio to generate income at exactly the time you need it? How much money should you have set aside to cover the cost of long term care? How much of your Social Security benefit will be taxed? Should you choose a Will or a Trust?

We cover each of these areas in our courses. We will provide the retirement planning strategies you need to know. You will have the knowledge necessary to make the best decisions for you and your family.

You Will Discover...

  • how NOT to run out of money in retirement.
  • the types of assets you should own in your investment portfolio.
  • your options for Medicare and how to compare them.
  • 5 strategies for minimizing and avoiding taxes.
  • the differences between a Will and a Trust.


Millionaire Conversations - June 28
ChappelWood Financial Services
11:30 am & 6:30 pm

Rock Your Retirement - July 7 & 14 - Thursdays
Francis Tuttle Technology Center
6:30 pm to 8:00 pm

Contact Us To Enroll

Thank you!