Retirement Planning 101 Class
A free 90-minute, hands-on retirement financial planning class held at Colleges and Universities throughout the Knoxville, TN area.
How to retire with confidence!
Join Us For A Complimentary Two-Hour Retirement Financial Planning Course On How To Plan Your Retirement Using Proven Strategies.
About the class
Retirement Planning 101 is a hands-on, in-depth look into the many nuances of retirement financial planning. We don’t waste your time reviewing basic principles, we focus our time on the important topics you need to understand to build a successful retirement plan. We review actual case studies while allowing you the opportunity to ask specific questions.
Everyone who attends is eligible to receive a free, no-obligation, in-depth retirement plan.
RETIREMENT FINANCIAL PLANNING 101 SYLLABUS
I. Filling the Gaps In Retirement
- Gaps = “Income Problems”
- Health Care Options for Early Retirees
- Long Term Care
- What Happens After You Are Gone?
- Tax Analysis
II. Income Planning
- Market Volatility
- The Importance of Limiting Losses
- Conflicts of Interest
- Fee-Based Fiduciaries
- What’s Your Income Stream?
- What Does Your Pensions Look Like?
- Social Security
- Accumulation Phase
- Distribution Phase
- Retirement Income Myths
III. Case Studies
Your instructor will take you through a case study using anonymous data from existing client cases to bring all of the information together.
*The class materials presented are Nest Financial Advisors’. They have not been reviewed or endorsed by any institution. Nest Fianncial Advisors is not affiliated with any College or University.
Attend a Class
Upcoming Retirement 101 Classes:
Tuesday, February 10
& Thursday, February 12 @ 6:00 PM
Pellissippi State – Hardin Valley
Haslam Center – HC1027
10915 Hardin Valley Rd, Knoxville, TN 37932
Map
Tuesday, February 24
& Thursday, February 26 @ 6:00 PM
Pellissippi State – Blount
Main Building, Room 247
2731 W Lamar Alexander Pkwy, Friendsville, TN 37737
Map
Tuesday, March 10
& Thursday, March 12 @ 6:00 PM
Pellissipi State – Strawberry Plains
Room ST3650
7201 Strawberry Plains Pike, Knoxville, TN 37914
Map
