Rejuvenate Your Retirement®
Rejuvenate Your Retirement® is designed specifically for retirees aged 65 and above. This course helps you manage your finances and lifestyle to ensure a secure and fulfilling retirement. With today’s longer lifespans, market volatility, and healthcare costs, having a clear plan is more important than ever. You’ll learn practical financial strategies, from creating a sustainable retirement income plan to evaluating healthcare options and updating your estate plan.
Course Benefits
- Secure your retirement income by learning how to maximize retirement income.
- Understand the importance of Medicare and long-term care in retirement and learn how to plan for these expenses.
- Protect your legacy with effective estate planning strategies
- Learn how inflation affects your retirement and discover strategies to protect your purchasing power in the future.
What is covered
- Retirement income concerns
- Investments
- Retirement income sources
- Healthcare planning
- Estate planning
Who should attend?
Retirees or those approaching retirement (age 65 and above) who want to ensure their financial future is secure and well-planned.
Course Instructor
Sam McBride is a wealth advisor at Commonwealth Financial Group. His hope is to help clients visualize their full financial picture, align their values with their finances and empower them to take their next steps toward their financial goals. He is FINRA Series 7 and 66 registered. He earned a Bachelor’s Degree in Communication Studies with a minor in Sociology from Clemson University.
Frequently Asked Questions
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Are course materials included?
Yes. Textbooks are included in the registration fee for paid registrants, however, guests of a paid registrant will need to purchase their own textbooks to use during the session. Textbooks contain helpful examples and checklists.
The course also includes a one-on-one consultation with the instructor if you need personalized advice.
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Do I have to pay a registration fee for my guest?
No. Your course fee includes attendance for a guest at no additional charge. However, participants attending as a guest of a paid registrant may purchase their own textbooks to use during the session for $15.
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