Navigating the New Retirement Landscape

A Financial Education Course for people
approaching retirement.

This course will equip you with the information and tools you need to plan for a financially secure retirement.

Learn how to:

  • Define your retirement goals based on your vision of success
  • Calculate how much money you need for a financially secure retirement
  • Determine when you can retire or when you want to make work an optional vocation
  • Choose the best time to begin Social Security benefits based upon your own situation
  • Select the right distribution option from your employer sponsored retirement plan
  • Reduce income taxes and lower Medicare premiums by converting your IRA to a Roth IRA
  • Evaluate your options for “aging in place” and how you can plan now for the resources you may need in the future
  • Reduce the chance of outliving your money
  • Structure your estate plan to reduce or eliminate taxes, expenses, and hassle for your family
  • Manage the Three Greatest Investment Risk Factors

What can you expect from this learning experience?

You will find the classroom instruction engaging and interactive. Your instructors bring many years of experience and expertise into a setting that allows you to explore deeply the topics that matter most to you.

You will receive suggested pre-classroom work and homework between the two sessions. This pre-work will prepare you for each session so that you come into the classroom ready to learn.

Who is teaching this class?

Your instructors are Clark Brown, CWS, Rob Fezekas, CFA and David Jenkins. Securities and advisory services offered through Vickery Financial Services, Inc. an SEC-registered investment adviser.

  • Clark Brown
    Wealth Adviser | Bio »
  • Robert Fezekas, CFA
    Wealth Adviser | Bio »
  • David Jenkins
    Wealth Adviser | Bio »

Click here to download the Course Outline »


Location

Athens Country Club
2700 Jefferson Rd
Athens, GA 30607

Date, Time & Location

Saturdays Sep 28 & Oct 5
Time: 9:00am – 12:30pm

— or —

Tuesdays Oct 1 & 8
Time: 6:00pm – 9:30pm
Each ticket good for couple or individual admission.
Registration & Materials Fee: $49
Materials include
  • Workshop Pre-work
  • Class Workbook
  • Planning Worksheets

Download the Course Outline »