Finance

Retirement Planning Today™

It takes more than money to live a “rich life.” This course blends financial education with life planning to help you build wealth, align your money with your values, and achieve your retirement lifestyle goals. In just two entertaining and informative sessions, you’ll learn what they didn’t teach you in school. Discover five strategies to manage investment risks, 11 ways you may save money on this year’s taxes, important questions to ask before buying insurance coverage, how to invest in and take money out of your company’s retirement plan, as well as determine the savings you need to retire today or in the future. A 235-page illustrated textbook is included. Couples may attend together for a single registration fee. Class sizes are limited so register today.

Instructors: Ted Rich, CLU and Louis T. Barberio III of Financial Options Inc.

 

PERD152 (6 hours)

Fee: $49 per couple (includes one workbook)

New! Basics of Investing for Women

This seminar is intended for women of all ages and is meant to teach the basics of investing and build a foundation from which to begin planning. This is especially useful for single and recently widowed or divorced women navigating through life’s changes. The goal is to answer all questions and provide you with the tools to address your investment objectives. Complimentary personal Financial Goal Analyses are offered to each attendee.
Presenters: Diane Scarpa, Financial Advisor, The Scarpa Wealth Management Group

 

PERD440 (4.5 Hours)

Fee: $15 per person

New!  Basics of Investing and Taking Action Toward Retirement Goals

This seminar is meant to provide the basic principles of investing which are applicable to most investment goals. Here we will apply these fundamentals to retirement specifically. The course is appropriate for all ages and levels of experience, whether 45 years of age or 145. We will cover wealth accumulation, wealth preservation and wealth transfer while highlighting particular challenges that arise in each phase. Our objective is to answer all questions. Complimentary personal Financial Goal Analyses are offered to each attendee.

Presenters: Dean and Diane Scarpa, The Scarpa Wealth Management Group

 

PERD228 (4.5 Hours)

Fee: $15 per person, $25 per couple

Learn to Get Completely Out of Debt

Achieve true financial freedom by Investing in Your Debt. Get a 37.13% return,* risk free, tax free and guaranteed by eliminating your debt! This nationally-acclaimed workshop will show you how to pay off all your consumer debt--credit cards, student loans, auto loans, and more, in just one to three years. You can then pay off your home mortgage in another three to five years, and save over $100,000 in interest.

Whether you make $20,000 or $200,000 a year, our linear math, variable path methodology will eliminate your debt the fastest way possible. Learn how to effortlessly capture several hundred extra dollars each month by spending smart, and how to leverage that money into true financial freedom. Bring a calculator and a list of your debts. A $10 workbook fee is payable during class, and the instructor recommended textbook, “Invest in Your Debt” will be available for $49.

Instructor: Carl Lang, Group 4 Financial Freedom

*Equivalent return when compared to traditional investments.

 

PERD349 (2.5 Hours)

Fee: $45 per person, $65 per couple