CLASS SYLLABUS

QUALITY FINANCIAL EDUCATION COURSES AT A RESPECTED COLLEGE NEAR YOU

Register today to learn how to:

  • How to have the retirement of your dreams
  • How to avoid running out of money in retirement
  • How to define your current financial position for tomorrow’s retirement
  • How to minimize taxes on your investments
  • Ways to maximize how you save for retirement
  • How to reduce tax on Required Minimum Distributions

Why should you attend?

The financial landscape is always changing. New tax laws are taking effect, the stock market is experiencing unprecedented volatility and the cost of healthcare is rising. Now, more than ever, it is important to have sound financial strategies in place to ensure a successful retirement. Whether your objective is to build a nest egg, protect your assets or preserve your standard of living throughout retirement, this course will help you plan your future with confidence.

Who is this class for?

This course has valuable information for everyone. We discuss the many ways to save
for retirement and the advantages of each. You will learn how to potentially save money on taxes, help manage investment risk and protect your assets from potential long-term health care expenses. Most importantly, this course shows you how to assess your current financial situation and develop a personalized plan to pursue your retirement goals.

Did you know? Only 29% of workers are very confident that
they are doing a good job of preparing for retirement.*

GETTING READY FOR RETIREMENT: FINANCIAL EDUCATION COURSE FOR ADULTS

Your Instructors

Josh W. Strittmatter, CFP® CRC®

Josh has been teaching Retirement Planning and several other financial subjects at many colleges and universities since 2010. His passion is education, and he believes knowledge and financial literacy are important for every person.

Kelly Buchfink, CFP®

Kelly has been in the financial industry since 2001 and enjoys applying her knowledge and experience to teaching. She enjoys educating others and hopes they gain understanding and inspiration to assist them in meeting their next financial goal.

Investment Advisory and Financial Planning Services offered through
SWMG, LLC, a Registered Investment Adviser.

* “Retirement Confidence Survey, 2021 Survey Results” Employee Benefit Research Institute 2021