Retirement Planning Today Course Taught by Melissa Reaktenwalt
Retirement planning is full of questions, some of which can feel pretty daunting. We aim to help set you up for success, and one of our favorite ways to make that more attainable is through relatable, easy-to-implement education!
Each year we host both online and in-person sessions of the interactive Retirement Planning Today course, taught by Melissa Reaktenwalt, to help folks planning for retirement or wondering where to start.
If you find yourself thinking about retirement, even if it's still years away, the answers to these and other important questions can help you feel less stressed, less anxious, and more prepared for the kind of retirement you envision for yourself:
How will Medicare and Social Security impact my income in retirement?
How much do I actually need to save for retirement, accounting for current and future inflation?
What does my life look like in retirement and how am I spending my time?
Is the plan I have in place serving me now and in retirement?
How do I plan for protecting my assets and leaving a legacy?
The Retirement Planning Today course offers these and other answers. It consists of two 2-hour sessions during which attendees will have plenty of time for learning, asking questions, and making notes in the detailed workbooks that are provided for each session. At the end of the course attendees will also receive a consultation with Melissa, who will help assess their current financial picture and offer guidance on how to reach their retirement goals.
Upcoming Course Dates
Online Course:
Thursdays, September 21st and 28th from 6:00 pm to 8:00 pm
In-Person Course at the South Bowie Public Library:
Saturdays, September 23rd and 30th from 10:30 am to 12:30 pm
Course registration is $49 per person, but we invite you to bring a spouse or guest free of charge! If you or someone you know may benefit from this course and the included consultation, we'd love to see you there.
Learn more about the course and how to register by clicking the button below, or connect with us to ask for more information.
Course instructor for these sessions is Melissa Reaktenwalt, Founder and Lead Advisor at EViE Financial Group.
Retirement Planning Today course material is intended to provide general financial education and is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel.
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