Sales Ended

Plan Well… Enjoy Retiremet.

Event Information

Share this event

Date and Time

Location

Location

CCAC North Campus

8701 Perry Hwy

Pittsburgh, PA 15237

View Map

Refund Policy

Refund Policy

Refunds up to 7 days before event

Friends Who Are Going
Event description

Description

Your instructor: Tim Miller, Financial Planner

Agenda

Week 1: Wednesday, March 14, 2018

  • Introductions/Orientation
    • Welcome
    • Introduction
    • Retirement Planning
    • RISK … Risk Tolerance Questionnaire
  • Building a Comfortable Lifestyle for Tomorrow

˃ Homework Assignments: Goals for retirement

Week 2: Wednesday, March 21, 2018

  • Review Homework … discuss
  • Discuss Riskalyze Scores
  • Investing to reach your Retirement Goals
  • Summary …… How the process works

˃ Homework Assignments: Gather retirement resources

  • Report Card
  • Schedule Consultation
  • Graduation


Share with friends

Date and Time

Location

CCAC North Campus

8701 Perry Hwy

Pittsburgh, PA 15237

View Map

Refund Policy

Refunds up to 7 days before event

Save This Event

Event Saved