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The rules for a retiring generation of baby boomers have changed. Learn how those changes affect you as you strive for a prosperous retirment.


Retirement Planning:
You will find this course relevant if you are developing a retirement plan, nearing retirement, or recently retired. Regardless of your stage in the process, you’ll learn updated strategies that will help you build and preserve wealth in volatile times. Above all, this course is designed to help you assess your current financial position, then lay out a personalized roadmap that helps you achieve your retirement goals.
Many of the retirement strategies utilized by your parents have grown outdated and may no longer have application to those looking to retire today. This class compares and contrasts the old retirement paradigms of yesteryear and the new paradigms of today as you prepare to retire in the 21st century. You’ll learn about the effects of Social Security taxation as well as the common distribution pitfalls in retirement. Perhaps most importantly, this class will teach you how to develop a personalized strategy as you confront the challenges of retiring in a rapidly changing world.

There’s a difference between taking your financial cues from media outlets and learning the basics of retirement planning from a trusted, reliable, unbiased source. This course is designed to give you an exhaustive and comprehensive view of financial education while uncovering the many new pitfalls that threaten to derail many retirees in the 21st century.

The Changing World of Retirement Class (SOFA) (Click for Registration)

Shepherd Union Building
3910 West Campus Drive
Ogden, UT 84403

Saturday, January 17th OR February 3rd 

9:00 am to 12:00 pm


Tuesday, February 6th

6:00 pm- 9:00 pm

Visit WWW.NSFE.ORG Course ID: 50463

Or Call 435.201.8788 to Register



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