Financial Strategies for Successful Retirement -Saturday Class

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Name: Financial Strategies for Successful Retirement -Saturday Class
Date: February 9, 2019
Time: 9:30 AM - 12:30 PM PST
Event Description:
Develop money management skills that can last a lifetime
Whether you are nearing retirement, already retired, or accumulating money for retirement, you can benefit from a wealth of real-world information and financial strategies. The course material is relevant to anyone – regardless of income, occupation, or age. Financial Strategies for Successful Retirement has been conducted in colleges and universities throughout the United States since the 1990s and continues to be one of the most comprehensive financial courses available to adults.
Be Informed and Financially Knowledgeable
The Financial Strategies for Successful Retirement course focuses on concepts and strategies to help you spend your retirement comfortably and in control of your finances. Topics range from managing cash flow and taxes, to reducing the risk of losing money in a market downturn, to protecting your assets from high health-care costs, to estate/planning, to generating income in retirement. You will gain confidence in your financial decision-making ability and be better prepared to face the challenges and enjoy the rewards of retirement.
Fortunately, there are sound ways to help stretch your retirement income. The concepts discussed in this course are most suitable for those with investable assets of $250k or more. At this informational seminar you will receive a 20-page workbook on retirement income strategies. This full-color resource features information, exercises, and questions designed to help you make sound financial decisions. The workbook was prepared especially for this seminar and contains information you will want to remember from this presentation.
Join us at Clackamas Community College for an informational seminar covering retirement income strategies on Tuesday, February 5 from 6:00-9:00 PM or Saturday, February 9 from 9:30 AM-12:30 PM.

Register now!
Brought to you by von Borstel & Associates

*Mutual funds, ETFs, variable annuities, and variable universal life insurance are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the mutual fund, ETF, variable annuity contract, or variable universal life insurance policy and the underlying investment options, can be obtained from your financial professional. Be sure to read the prospectus before deciding to invest. There is no assurance provided that the financial concepts and strategies discussed will provide investment success.  Investments are subject to market fluctuation, risk, and potential loss of principal. Actual results depend on many factors as discussed in the course. Past performance is no guarantee of future success.
Clackamas Community College -Milwaukie Campus
7726 SE Harmony Rd Room 320
Milwaukie, OR 97222
Date/Time Information:
Saturdays, February 9 & 16 
 9:30am – 12:30pm 
Contact Information:
No fee
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