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Keys to Exceptional Retirement Fall 2019

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The Citadel Tommy and Victoria Baker School of Business

171 Moultrie Street

Charleston, SC 29409

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Class 2 (October 1 & October 8) has been moved - please select Class 1 (September 26 & October 3) when registering.

Class is FREE when selecting KEYSFREE at Check-out!

This is a 2-day course.

Class Times Fall 2019

To attend, select the START date of the 2-day course you would like to attend and then follow the on-screen instructions to register. See below for how to enter a promo code. If you have any queestions or would prefer to register by phone, please call Linda Runey at 843-654-1211.

We have been teaching this 2-day course on retirement finances for several years at various locations throughout the South Carolina Low Country, including both The Citadel and the University of South Carolina Beaufort, and 100's of people in your community have attended.

This 2-day course is for People who Want a Stress Free Retirement - But Aren't Sure How. This course is for you if you:

Want to Wipe Out Your Retirement Anxiety?

  • Afraid of outliving your money?

  • Not sure how to protect the wealth you spent a lifetime building?

  • Wondering if you have enough to finally retire?

Are You Someone Who Is?

  • Worried that your portfolio could lose ½ its worth in the next market downturn?

  • Overwhelmed with the seemingly infinite financial decisions on the horizon?

  • Anxious to ensure your spouse will be well taken care of?

How Wonderful Would Your Life Be If You?

  • Put an end to these concerns,

  • Avoided typical mental mistakes with retirement spending,


In this class You will learn to:

  • Protect investments against market volatility,

  • Manage the finances if your spouse is unable,

  • Figure out the cost to maintain your lifestyle throughout retirement,

  • Determine the proper portfolio withdrawal rate for you,

  • Calculate RMD (Required Minimum Distributions) and assess Roth Conversions,

  • Ensure your estate plan is in order,

  • Prepare for rising health care costs & evaluate long-term care expenses,


If you could like to review class content and details before registering, please click HERE.

How to Enter a Promotional Code:

Promo Code Fall 2019


The Citadel Tommy and Victoria Baker School of Business

171 Moultrie Street

Charleston, SC 29409

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