Prepare Institute - Financial Literacy Class

Prepare Institute - Financial Literacy Class

Lifelong Learning | Available (Membership Required)

9000 Babcock Blvd Pittsburgh, PA 15237 United States

PSC 101

7/11/2024-7/18/2024

9:30 AM-12:30 PM EDT on Th

Unlike financial programs that focus on a specific topic, this comprehensive course will help you see the “big picture.” It examines many aspects of personal finance and how they can work together to create a complete game plan for retirement. With constant tax law changes, an uncertain future for Social Security, the shift toward employee-directed retirement plans, and the probable onset of widespread changes in the U.S. government the need for sound retirement strategies has never been more paramount. Today’s retirement landscape is vastly different from decades past. Retirees today demand capital preservation with growth for income NOW and in the FUTURE.

The risks are abundant: sequencing risk, longevity risk, healthcare risk, inflation risk and market risk to mention a few amongst many others. This course is designed to deliver comprehensive and up-to-date information, education, and knowledge to assist you to accurately prepare a retirement plan in today’s world.

This class will meet July 11 and 18.

Walt West is a volunteer financial planning professional and a part of the local Prepare Institute. The PREPARE Institute is recognized by the IRS as a 501(c)3 nonprofit educational organization that provides retirement planning educational workshops and classes nationwide. Our instructors are licensed and trained financial professionals with a minimum of 5-years of real-world experience in their field. The PREPARE Institute courses and workshops do not promote or endorse any specific products or companies, and no selling is allowed. The PREPARE Institute educational workshops and courses are for general, non-commercial, education only and are not intended to be construed as tax, legal or financial advice. Attendees should seek the assistance of a financial or tax professional familiar with the course material prior to implementing any of the ideas and strategies taught or discussed in this course.