Broker Check

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Julie Brangenberg, CFP®
Patrick Hurley, CFP®

116 W. Pearl Street,

Suite 110

P.O. Box 89
Jerseyville, IL 62052

618-639-9831

Events

FALL 2018 SCHEDULE

Register for one of our upcoming classes to learn how to build wealth and plan for retirement.

RETIREMENT PLANNING TODAY®

You will learn time-tested strategies that help you make informed retirement planning decisions. Whether your objective is to build a nest egg, protect your assets or preserve your lifestyle throughout retirement, this course will help you plan your retirement with confidence.

Ideal for ages 50-65

Topics Covered in this Course

Day 1

  • Section 1 – Life Planning for Retirement
  • Section 2 – Retirement Needs & Expenses
  • Section 3 – Retirement Roadblocks & Mistakes
  • Section 4 – Retirement Income Sources

Day 2

  • Section 5 – Retirement Plan Distributions
  • Section 6 – Investments
  • Section 7 – Risk Management (Insurance)
  • Section 8 – Estate Planning