Passport to Retirement®, now being conducted at UTC - February 19 & 26

Planning for retirement can feel overwhelming, but it doesn’t have to. Passport to Retirement ® is a comprehensive multi-night workshop designed to simplify the process and give you clear, actionable strategies for the years ahead.

Why Attend?
You’ll gain the knowledge and tools to make smarter financial decisions, avoid costly mistakes, and create a retirement plan that truly supports your lifestyle and goals. Includes comprehensive course workbook that will serve as a valuable reference tool for the years to come and an optional private consultation with your local instructor.

In this workshop, you’ll learn how to:

• Choose the right retirement distribution option for you
• Maximize Social Security benefits and build a retirement income plan
• Reduce taxes and steer clear of penalties to protect your nest egg
• Investment strategies to strike the right balance of growth and income
• Avoid common wealth transfer mistakes that cause financial plans to fail
• Plan for healthcare, long-term care, and legacy needs

Who Should Attend: Adults 50+ who are approaching retirement that want to avoid costly mistakes and gain confidence about their future.

WHEN:

Night 1 - Thursday, February 19th

Night 2 - Thursday, Feburary 26th

6:30 PM to 9:30 PM EST

WHERE:
UTC - University Center

Room: UC 127

642 East 5th Street

Chattanooga, TN 37403

Seats are limited—reserve your spot today and take control of your retirement journey.

Know what’s Happening Next — before everyone else does.

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Host or Publisher Nick Hughes, CFP®, AIF®