Join us for
PASSPORT TO RETIREMENT®
This course is ideal for anyone who is:
Thinking about retirement. Starting to think about retirement? This course will help you understand the steps you need to take to ensure a secure future.
Nearing Retirement
If you're close to retirement, you'll gain valuable insights into maximizing your income, minimizing taxes, and protecting your assets.
Recently Retired
If you've just retired, this course will help you manage finances effectively and make the most of your retirement years.
Seeking Financial Security
If you're serious about gaining money management knowledge and working towards your financial security, this course is for you.
About the 2 or 3-week course
This 2 or 3-week course for you and a guest, is an educational and interactive class with real-life examples. An interactive workbook and a Fact-Finding Guide to organize your financial accounts. One-on-One Meeting An optional one-hour meeting with instructors to review goals, analyze investments and answer your financial questions.
CLASS LOCATION
JACKSON COMMUNITY CENTER
N165W20330 HICKORY LANE JACKSON, WI 53037
THURSDAYS CLASS
THURSDAYS(IN-PERSON)
FEB 26
& MAR 05 & 12
6:00PM TO 8:30PM
TTUESDAYS CLASS
TUESDAYS (VIRTUAL)
MAR 17 & 24 & 31
6:00PM TO 8:30PM
Presented by members of The Association of Financial Educators (AFE) www.afe-usa.org