Passport To Retirement

Passport to Retirement is a comprehensive course designed to help you confidently plan for a secure and fulfilling retirement. Delivered in 2 3-hour sessions, it covers how to envision retirement, assess expenses, evaluate income sources (including Social Security), manage taxes, protect health and wealth, invest wisely, choose appropriate distribution strategies, and preserve wealth through estate planning. The course includes a 120-page workbook that summarizes key lessons and provides interactive exercises to reinforce learning. Whether your are nearing retirement or simply planning ahead, this practical, real-world education will equip you with the knowledge and tools to overcome challenges and create a strategy for a more comfortable financial future.