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


University of Georgia
Tate Student Center
Athens, GA 30602

Your Instructors

  • Chuck Vickery, CLU, ChFC
    President | Bio »
  • Deanne S. Rosso, CFP®
    Co-owner and Wealth Adviser | Bio »
  • Dax Langley
    Wealth Adviser | Bio »
  • Robert Fezekas, CFA
    Wealth Adviser | Bio »
  • David Jenkins
    Wealth Adviser | Bio »

Upcoming Classes

Each class meets twice. Choose either Tuesday classes or Thursday classes. Your registration fee includes a course book.

Tuesday October 4
& Tuesday October 11
Time: 6:30pm – 9:00pm
Registration Fee: $42

Thursday October 13
& Thursday October 20
Time: 6:30pm – 9:00pm
Registration Fee: $42