Retirement Planning Today

Classroom Instruction for Adults 50 to 70.

  • Create a plan to retire early
  • Integrate your finances with your goals and values
  • Use new tax laws to your advantage
  • Properly allocate your assets within your employer retirement plan
  • Use 5 investment strategies to help minimize risks and maximize returns
  • Ask the right questions when evaluating insurance coverage
  • Ensure your estate plan still functions properly under new laws

Your Instructors

  • Chuck Vickery, CLU, ChFC
    President | Bio »
  • Clark Brown
    Wealth Adviser | Bio »
  • Robert Fezekas, CFA
    Wealth Adviser | Bio »
  • David Jenkins
    Wealth Adviser | Bio »

Location

Athens Country Club
2700 Jefferson Rd
Athens, GA 30607

Athens Technical College
800 US-29
Athens, GA 30601

Upcoming Classes

Each class meets twice. Choose either the Athens Country Club or the Athens Technical College location. Your registration fee includes a course book.

Saturday February 16 and
Saturday February 23
Time: 9:00am – 12:00pm
Location: Athens Country Club
Registration Fee: $49
Register by calling 678-500-9521 or online at rsvp.courses. Course ID: NNHXK1

Tuesday February 26 and
Tuesday March 5
Time: 6:30pm – 9:30pm
Location: Athens Technical College
Registration Fee: $49
Register by calling 678-500-9521 or online at rsvp.courses. Course ID: NNHXK1