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Financial Strategies for Your Retirement – Senior Scholars Class
March 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
