Retirement Planning University - Rollins - April 2025

Due to paid parking fee, this is a FREE 2-night course. Parking will cost no more than $10.

Hey there! Are you ready to start planning for your retirement but not sure where to begin? Join us at Retirement Planning University at Rollins College where we will cover everything you need to know to start preparing for your golden years. From investment strategies to healthcare options, we've got you covered!

Date: 2 nights // April 29th & April 30th

Time: 6:00 PM

Location: Rollins College - Faculty Club

Come join us for a fun and informative evening of retirement planning. See you there!

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Why you should attend Retirement Planning University:

If you’re like most people in or near retirement, you probably get invited to “free dinner seminars” all the time.

This. Is. Totally. Different.

Retirement Planning University is a non-profit designed to provide far more value than the regular dinner seminar. You’ll get real in-depth training on all the retirement planning topics you need in an educational environment, without the high-pressure pitch!

Retirement Planning University will cover specific topics such as 401(k)s, IRAs, brokerage accounts, taxes, health care, estate planning, etc., but specific financial products will NOT be discussed. The class will be taught by a qualified financial professional who will enhance the learning experience with real-life examples. Along with the 2-night course we invite you to have a complimentary Strategy Session with a trusted advisor.

1. Learn how to optimize different types of retirement accounts to maximize cash flow
2. Find out how you can reduce or eliminate unanticipated estate expenses
3. Discover the impact that tax law changes will have on your retirement income
4. Discover how to avoid the pitfalls of taking retirement income distributions

• Maximize Social Security

Discover which of the 567 ways to claim will get you the most from your hard-earned benefits

• Combat Market Volatility

Learn ways you can reduce or eliminate market losses, and discover the truth about “buy and hold”

• Reduce Tax Risk

See how you may be able to reduce your #1 lifetime expense, taxes, with today’s unique tax-planning strategies

• Estate Planning 101

Understand the process that ensures your assets stay with your family (not the IRS and the courts)

• Retirement Healthcare

Get clear on your retirement healthcare options without buying expensive Long Term Care insurance

• Income Planning

Create an income plan to help you avoid what most Americans fear: Running out of money in retirement

Looking for upcoming events in your area?

Navigate to the Retirement Planning University Eventbrite Page for a list of all scheduled events.

Want to join us in the future?

Follow the Retirement Planning University Eventbrite Page to receive timely updates on newly posted events.

Can't find an event in your area?

Reach out to us!

• By email: [email protected]
• By phone: 844-476-7353

One of our representatives will be happy to assist you!

Looking for more info about Retirement Planning University?

Find us at www.retirementplanninguniversity.com for all things RPU!

Info: Investment Planning, Estate Planning, Tax Planning, and a Q+A Session. Learn from one of the experienced financial advisors at Strategic Wealth Designers, a financial firm with fiduciary duties, with decades of experience helping families. They will make it simple and guide you through the basics of planning for your retirement.

Info: Income Planning, Costly Mistakes You Can Avoid, Advisor Secrets, and Putting It All Together. You're going to learn how to avoid the costly mistakes made by non-professionals. Then we'll put it all together. For some, that's where the journey will end. For others eager to put a plan in place, you'll be able to set up a one-on-one strategy session.

Host or Publisher Retirement Planning University