Description
Retirement Planning Today® - For Adults Ages 50 to 65
Life Planning For Retirement Workshop
As a member of the Financial Educators Network™, McClelland Financial Services provides the same workshop that is conducted for many Colleges and Universities throughout the United States. It is entitled - Retirement Planning Today® which teaches Life Planning for Retirement.
In addition, the workshop Retirement Planning Today® through the Financial Educators Network™ offers a comprehensive approach to employers and organizations interested in providing financial education for their employees and members.
Here is an outline of the Retirement Planning Today® course:
Section 1 – Life Planning for Retirement
Section 2 – Retirement Needs & Expenses
Section 3 – Retirement Roadblocks & Mistakes
Section 4 – Retirement Income Sources
Section 5 – Retirement Plan Distributions
Section 6 – Investments*
Section 7 – Risk Management & Asset Protection (Insurance)
Section 8 – Estate Planning
Date and Time
August 18 - August 25, 2026
6:00p - 8:30p EST
Location
Retirement Planning Today®
Note
Register by phone: 732-412-6760 or online at rsvp.courses/3FBV21
Michael McClelland, CFP®, RICP®, is a Registered representative of, and securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC, 800-873-7637, www.htk.com. McClelland Financial Services is unaffiliated with HTK. HTK does not offer tax or legal advice. Always consult a qualified adviser regarding your individual circumstances.