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Financial Strategies for Your Retirement – Senior Scholars Class

February 6, 2019 @ 1:00 pm - 3:00 pm

|Recurring Event (See all)

An event every week that begins at 1:00 pm on Wednesday, repeating until March 13, 2019

Financial Strategies for Your Retirement – Senior Scholars Class

Who Should Attend: Pre-retirees and retirees who want to optimize their retirement years.

Wednesdays, Feb 6- March 13 (6 Weeks)
1:00 -3:00 PM

Place: Florida Southern College, McKay Archive Building, 2nd Floor

Call 863-220-7702 TODAY or email rathsrconnextions@gmail.com to register.

Teacher: Armand A. Rapetti
jbs@tampabay.rr.com

Armand Rapetti is a licensed and registered financial services professional with New York Life, America’s largest and oldest life insurance and annuities mutual. Mr. Rapetti is certified to provide AARP financial products. He received his certification and training in Mature Markets studies. He is advisor to pre-retirees and retirees to help them optimize their financial goals and retirement plans. His services include income protection and replacement, guaranteed income streams, principal protection, optimization of Social Security, long term care planning, and investment strategies.

Max class size 10 people.

Syllabus:

Week 1: Your Personal Vision for a Great Retirement/Challenges of Retirement
Week 2: The Five Major Risks in Retirement
Week 3: Aligning your Assets Across Three Stages in Retirement
Week 4: Financial Instruments to Optimize Your Retirement
Week 5: Social Security and Medicare/Long Term Care
Week 6: Review of your personal retirement plan

Details

Date:
February 6, 2019
Time:
1:00 pm - 3:00 pm
Event Categories:
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Event Tags:
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Website:
https://www.facebook.com/events/237730460447565/

Organizer

Rath Senior Connextions and Education Center
Phone:
(863) 220-7002
Email:
rathsrconnextions@gmail.com
Website:
http://therathcenter.org

Venue

Florida Southern College
111 Lake Hollingsworth Dr
Lakeland, FL 33801 United States
+ Google Map
Phone:
(863) 680-4111
Website:
http://www.flsouthern.edu

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