GUIDE TO RETIREMENT CLASS

Upcoming Classes: Please contact us with any questions about upcoming classes including how to register, content, location, etc.

Class Description: Planning for retirement can bring both excitement for the new phase ahead, but also stress with so many variables to consider.  With so much to think about, we have dedicated this class to the process of sorting through the most crucial elements in a retirement plan.  It’s important to separate the retirement factors we can control from the ones we can’t and assess our own path forward no matter how near or far retirement is away.  This class is about you.  Although we will discuss topics such as saving & spending, longevity, market returns & volatility etc., we invite all participants to ask questions and engage throughout the class in ongoing dialogue.  Our goal is to answer your individual retirement planning questions and our hope is to to ease the stress of the unknowns as you think through retirement.

Who is teaching the class? We are a group of 3 investment consultants who have lived in the Lansing area our whole lives.  We have a strong connection to MSU as alums (and fans!) of the University.  Please see the rest of the site to learn more about our group or you can visit our business site Here.

Who should come to this class? Anybody thinking about how to address the most important elements in a retirement plan.  This class is purely educational and our goal is to answer your questions and pass along important information in a relaxed and enjoyable setting.

This presentation was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational presentation.

Lansing Community College, MSU, TIAA, Fidelity, Retirement Legacy Group, Private Advisor Group and LPL Financial are separate entities.