Retirement Planning
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| Venue: | Florida International University 11200 SW 8th Street GC (Graham Center) 150 Miami, FL 33199 |
Tuesday, October 3rd and Tuesday, October 10th. *
ABOUT THIS COURSE
In simple language, this course explains time-tested strategies that help you to make informed financial decisions. Whether your objective is to build a nest egg, protect your assets or preserve your lifestyle throughout retirement, this course helps you plan your future with confidence.
By attending Retirement Planning Today®, you learn about the many ways to save for retirement as well as the advantages and disadvantages of each. You discover how to save money on taxes, manage investment risks and protect your assets from potential long-term health care expenses. Above all, this course shows you how to assess your financial situation and develop a personalized plan to achieve your retirement goals.
Why Retirement Education is Important
If you're like most Americans, you unknowingly learned your financial and lifestyle habits from your parents, spouse, or friends. You probably obtained the majority of your "financial education" through marketing collateral produced by financial services firms trying to sell you financial products (car loans, mortgages, insurance, mutual funds, or annuities?).
Most of us are not financially prepared.
Due to recent changes in tax laws, revised social security policies, and a shift toward employee-directed retirement plans, the need for financial and retirement education has never been greater
Objective Financial Education
You can find financial news almost anywhere but it is difficult to use this information to make informed decisions and create a plan for your retirement. This course is designed to save you time by delivering comprehensive, objective knowledge you can easily apply to your situation. When it comes to important subjects like retirement planning, it makes sense to learn from a reliable, trusted source.
Who Should Attend This Course?
Retirement Planning Today® is designed for adults looking to retire anytime within the next 15 years. The course address financial issues that pertain to the self-employed as well as employees of corporations and government agencies. The course is designed to teach you how to build wealth and align your money with your values to accomplish your goals in life. Whether you plan to retire next year or 15 years from now, the information you learn in this class can deliver rewards throughout your lifetime.
ABOUT THE INSTRUCTOR – ANDREW CARRILLO
Andrew Carrillo is the President and Founder of Barnett Capital Advisors. He began his career at Ameriprise Financial Services Inc. but decided to depart from the firm because he realized how much being an independent financial advisor could benefit his current and future clients. Throughout his career, Andrew has earned the designation of Certified Financial Planner™ (CFP®), Accredited Wealth Management AdvisorSM (AWMA®), and Chartered Retirement Planning CounselorSM (CRPC®), each of which requires advanced financial planning studies and adherence to a strict code of professional conduct.
