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Retirement Planning Today contains
something for everyone. You went to school to prepare for your career.
Now it's time to prepare for your retirement. This course is held on
two evenings during the week, and participants attend one of the two
sessions listed below.
Whether you plan to retire 20 years from now or have
just recently retired, the information you learn in this class can
deliver rewards throughout your lifetime. You'll learn how to build
wealth and align your money with your values to accomplish your life
goals. Instructors Joel Kelley and Jacob Sadler will address
financial issues that pertain to the self-employed as well
as employees of corporations and government agencies.
They will deliver comprehensive, objective information to
help you achieve your most important financial goals including:
- Income
tax planning
- Retirement
income and expenses
- Risk
management
- Investment
management
- Estate
planning
- Retirement
lifestyle planning
- Goal
setting
- Retirement
roadblocks and mistakes
Register for one of the two sessions offered
below.
Cost: $59 (Per Couple)
Session I. Wednesday and Thursday, January 25 and
February 2, 2017
Session II. Tuesday and Wednesday, January 31 and February
7, 2017
Location: WCU at Biltmore Park, Asheville, NC
Instructor Bio: Joel Kelley, CFP®
Joel Kelley is a Certified Financial Planner practitioner
and has been a fiduciary financial advisor professionally since 2003.
Mr. Kelley also has a background in teaching, and holds a Master's degree
in Education.
Instructor Bio: Jacob Sadler, CFP®
Jacob Sadler is a Certified Financial Planner practitioner
and has been in the field of personal finance since 2011. Mr. Sadler
enjoys teaching as well, and believes that education is an integral part of
reaching any goal.
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