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My goal is to empower you to enhance your financial knowledge and plan for a secure future. Join us for our in-person workshops designed to provide valuable insights into retirement planning and financial education.

Whether you're just starting your financial journey or looking to refine your existing strategies, our workshops can guide you to make informed decisions for your future.
Explore our upcoming workshops and take the first step towards financial confidence by registering today!

Wealth Creation Today®

Wealth Creation Today®

Brookdale Community College
August 11th & 18th from 6 - 8:30pm
August 13th & 20th from 6 - 8:30pm

Your future success will be born out of the knowledge and decisions you put in place today. Stress test your assumptions, priorities, biases, and financial plan to bolster the future you’re working toward. You’ll feel empowered as we take you through 65 core topic areas in easy-to-follow sections. Fee: $59 (Couples may attend together for the single fee of $59.) The fee includes a workbook and study aids.

To register, visit rsvp.courses/3293P1 or call 732-412-6760 and reference Course ID: 3293P1

Retirement Planning Today™

Retirement Planning Today™

Brookdale Community College
August 12th & 19th from 6 - 8:30pm
August 14th & 21st from 6 - 8:30pm

With financial independence, retirement can be the most fulfilling time of your life. This class covers important money management concepts and issues that are critical to people at or near retirement.

Topics include how to reduce pressures on your retirement income and which assets are appropriate for retirement income, which are appropriate for lifetime use and which assets are appropriate for future generations; how to make the right health care decisions; and options on how to transfer assets to other generations of your family. An optional financial planning consultation is provided after the class. A "hear it, see it, read it, write it" teaching method makes it easy for you to understand and remember the practical information. Fee: $59 (Couples may attend together for the single fee of $59.) The fee includes a workbook and study aids.

To register, visit rsvp.courses/0K89J1 or call 732-412-6760 and reference Course ID: 0K89J1

If you would like further information, or have questions, please call (732) 360-6355 or email MMcClelland@McClellandFS.com

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