BabyBoomerClass

Course Highlights:

Defining your core retirement priorities
Finding your optimal asset allocation in retirement
How to develop an income plan that can last
Sequence of returns risk and how it can affect you
How to preserve assets in uncertain markets
Maximize your Social Security payments
Reasons retirees run out of money
And so much more!

"We found this course to be very interesting & thought provoking – wish we had gone to this earlier." - Ken & Irene L.

WHY SHOULD You ATTEND?

This course is a comprehensive personal finance course for those in the early stages of retirement or those planning for retirement. Drawing from extensive academic research, it addresses the many challenges of retirement and gives you strategies to help you achieve financial peace-of-mind.

The goal of this course is to provide a step-by-step outline of how to manage your finances successfully. You will learn the different facets of the retirement success equation, such as effectively managing and preserving your assets, making smarter financial decisions, and setting up a plan that can last you through your retirement years.

As part of your course, you will receive a wide variety of materials which contain valuable information that will help you make more informed decisions about your retirement planning.

Course PowerPoint Follow-Along Guide
Getting Your Financial House In Order Workbook
Getting Your Estate in Order Workbook
Personal Wealth Index Questionnaire

$49.00 with early registration!

Early registration deadline is (check back)

Couples may attend for a single tuition cost

Course tuition is $59.00

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CONTACT

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Fairfield University

1073 N Benson Rd,

Fairfield, CT 06824

SESSIONS AVAILABLE:

Presenter: Rob Brinkman

Catherine

catherine@safeharbourretirement.com

Rob has been an Investment Analyst for 28 years, opening his first investment firm for Edward Jones in 1987. He studied Business & Finance at the University of Missouri and has an Executive MBA from Harvard University.

He has been a Registered Principle and Senior Vice-President for one of the largest Investment/Insurance companies in the industry. He speaks Internationally and was selected by Jim Collins, author of the New York Times Best Selling book, Built to Last, to panel his pre-release of the again Best Selling book, Good to Great. Rob's keen insight to what's important to an investor and how to navigate them to a solution that meets their short and long term goals has earned him respect in our industry as a foremost authority in Retirement Income Planning and Asset

protection.

He writes blogs and produces video 'white boards' for numerous websites every month. In an industry of very smart people, Rob has a rare talent to make the complex simple, make the difficult easy, and make recommendations that will allow clients to safely grow their wealth in a complicated world.

888-820-PLAN (7526)

Baby BOomer

Retirement Course

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