| Dates: | September 22-29, 2026 |
|---|---|
| Meets: | Tue from 6:30 PM to 8:30 PM |
| Location: | Downingtown West HS 121 |
| Cost: | $39.00 |
There are still openings remaining at this time.
This is a two-part class that covers a complete Retirement Strategy Overview. Part 1 emphasizes Planning for Retirement. Part 2 covers Sources of Retirement Income and Estate Planning.
The course outline includes:
Retirement Strategy Overview
- Aligning assets and income . Envisioning your retirement lifestyle.
- Estimating your retirement budget & building youre retirement nest egg
Key Retirement Risks
- Longevity
- Inflation
- Rate of Withdrawal
- Asset Allocation
- Healthcare
Sources of Retirement Income
- Common income sources: 401(k) plans, IRAs, Social Security, Annuities
Estate Planning Essentials
- Five key documents to understand when Estate Planning
| Fee: | $39.00 |
|---|---|
| Hours: | 2.00 |
Downingtown West HS 121
Rock Raymond RoadDowningtown, PA 19335
Jason Bishop
Edmund Dracup
| Date | Day | Time | Location |
|---|---|---|---|
| 09/22/2026 | Tuesday | 6:30 PM to 8:45 PM | Downingtown West HS 121 |
| 09/29/2026 | Tuesday | 6:30 PM to 8:45 PM | Downingtown West HS 121 |