Financial Fitness Personal Growth

FINANCIAL FITNESS/PERSONAL GROWTH

LIFE INCOME STRATEGIES
Designed for retirees, those attending will learn how to ask the right questions before purchasing an annuity, how to decide if they should convert an IRA to a ROTH IRA, how to generate a predictable retirement income with inflation protection, how to simplify personal finances through account consolidation, how to create a portfolio that matches risk tolerance and objectives, and how to evaluate their chances of outliving their money.

FINANCIAL PEACE UNIVERSITY
Financial Peace University is a life-changing program that teaches you how to make the right decisions with your money. You'll be empowered with the practical skills and confidence needed to achieve your financial goals and experience true financial peace! Each of the 13 lessons deals with a different topic that will change the way you think about personal finance. At the conclusion of the course, students will know how to save money, create and live on a budget, communicate about money, eliminate debt, find bargains, and experience the joy of giving.

RETIREMENT PLANNING TODAY
This course is designed for adults ages 50-70. Those attending will learn how to determine the amount of money needed to retire, how to create goals for a successful retirement, how to eliminate debt and improve cash flow, how to properly convert an IRA to a ROTH IRA, how to select the right retirement plan distribution choice, how to plan their retirement income to preserve a comfortable standard of living, how to transfer the risk of potential financial losses before or during retirement, and how to reduce or eliminate taxes, expenses, delays and legal challenges with estate planning.