| Dates: | October 16-23, 2025 |
|---|---|
| Meets: | Th from 6:30 PM to 8:30 PM |
| Location: | Stetson M.S. C107 |
| 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 |
Stetson M.S. C107
1060 Wilmington Pike (Rte. 202)., West Chester 19382From West Chester, take Rte. 202 South to light at Stetson Middle School.
Make right at light into school parking lot.
Jason Bishop
Edmund Dracup
| Date | Day | Time | Location |
|---|---|---|---|
| 10/16/2025 | Thursday | 6:30 PM to 8:30 PM | Stetson M.S. C107 |
| 10/23/2025 | Thursday | 6:30 PM to 8:30 PM | Stetson M.S. C107 |