Broker Check
20 Aug
Retirement Planning Today®

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

RSVP

Date and Time

August 20 - August 27, 2026

6:00p - 8:30p EST

Location

Retirement Planning Today®

Brookdale Community College
765 Newman Springs Road
Lincroft , NJ 07738

Note

Register by phone: 732-412-6760 or online at rsvp.courses/3FBV21

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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.

Event Registration

Will you be able to attend this event?