The Changing World of Retirement Planning Class Series - Tuesdays

Holy Family University- 1 Campus Drive, Newtown, PA 18940
February 3, 2026 to February 10, 2026

DURING THIS CLASS SERIES, YOU WILL DISCOVER HOW TO:

  • Evaluate the impact of tax law changes on your retirement
  • Determine if you have enough money for retirement
  • Use the 3 basic types of retirement accounts to maximize cash flow in retirement
  • Evaluate the benefits of a Roth Conversion
  • Maximize Social Security income
  • Avoid the three basic "pitfalls" of retirement distribution planning
  • Reduce or eliminate unwanted expenses or delays with estate planning

  • Understand if your portfolio is truly "diversified"


    My hope for you is that you take away some new ideas that will help you achieve a successful retirement and maybe have some fun along the way.

    We will have some great materials for you and a workbook for each class. Class options are below:  
     

Thursdays, January 29 & February 5
Tuesdays, February 3 & 10
 
 

Pre-Registration is Required. We look forward to seeing you in class!