Retirement Planning

Please select from the classes below for current offerings.

NEW! Retirement Planning for First Responders

This course will help prepare Law Enforcement, Fire, EMS, Telecommunicators and other first responders for the retirement planning process. Topics will include NC pensions, separation allowances, pension options, early health concerns and existing benefits among other topics. Call 336-506-4149 or 336-506-4322 for more information. Instructor: Michael Terry

Call to have your name added to the list for your selected date.
Location: DC   Hours:  4       Fee: FREE
10/15    F    0800-1200
11/19     F    0800-1200
1/21/22 F    0800-1200
3/18/22 F    0800-1200

  

Passport to Retirement

This course includes the information needed to assess the costs associated with retirement, determine sources of retirement income, improve investment potential, reduce financial risk and help preserve estates for heirs. The decisions you make in these key areas will ultimately determine your financial success. Through examples, exercises, and case studies you’ll discover how to take control of your finances and position yourself for a brighter financial future. Call 336-506-4149 or 336-506-4322 for more information. Instructor: Logan Sharpe

Registration is not complete until payment has been received.
Location: DC Hours: 6  Fee: $40
74536    4/21 - 5/5 TH    6:30-8:30 pm Register Now_Retirement Planning classes


                                                      

 

Rejuvenate Your Retirement

Whether your objective is to become more active, give your life a new sense of purpose or make more informed financial decisions, this class has something for everyone. In this course, you discover new ways to stay mentally, physically and socially active, as well as learn about important financial topics such as tax reduction planning, retirement income planning, investment risk management, health care planning and estate planning. Call 336-506-4149 or 336-506-4322 for more information. Instructor: Willy Fisher

Registration is not complete until payment has been received.
Location: DC Hours: 6  Fee: $40
74537    3/17-3/24 TH    9:30-11:30 am Register Now_Retirement Planning classes
74538    3/22-3/29 T    1-3 pm Register Now_Retirement Planning classes

Retirement Planning Today

Start planning your retirement at any stage of your life. In this class students will learn key terms, strategies, and concepts to achieve a successful retirement. Topics include: Social Security, long term care, Roth IRA conversions, minimizing taxes, and investment strategies to build, sustain, and distribute wealth. Learn how to determine when you can retire and the lifestyle you can achieve. Learn how to plan and invest for life’s next chapter with prudence and efficiency, not emotion. Call 336-506-4149 or 336-506-4322 for more information. Instructor: Tim Mellon

Registration is not complete until payment has been received.
Location: DC Hours: 6 Fee: $49
74539     3/17-3/24/22 TH  6-9 pm Register Now_Retirement Planning classes

  

Understanding Medicare

Have you heard that there have been many changes to Medicare? Learn about all of the options available to you. Did you know that you don’t have to be 65 to qualify for Medicare? If you are retired or just planning for retirement, this course will help you to make the most of Medicare. We will talk about part A and B and about all of the new options that are available to those who qualify for Medicare. When you understand all of the options you can make the best decision for you.  Call 336-506-4149 or 336-506-4322 for more information.   Instructor:  Bill Cauthren

Call to have your name added to the list for your selected date.
Location: DC  Hours: 3      Fee: FREE
5/3 T     6-9 pm
6/7 T     6-9 pm
8/2 T     6-9 pm