Retirement Planning Today®
Retirement Planning Today® is a comprehensive course designed for adults aged 50 to 70 who are ready to take control of their financial future. Whether you're planning for a comfortable retirement or trying to make up for lost time, this course will give you the tools, strategies, and knowledge to make informed financial decisions.
Course Benefits
- Develop a Personalized Retirement Plan – Learn how to create a customized plan that works for your lifestyle, goals, and financial situation.
- Minimize Financial Risks – Understand how to protect your assets from risks such as inflation, market volatility, and unforeseen healthcare expenses.
- Tax Reduction Strategies – Discover ways to save on taxes and maximize your retirement savings using recent legislative changes.
- Peace of Mind – Gain confidence in your retirement future by knowing you’re making the best decisions for your financial well-being.
- Expert Instruction – Learn from certified experts with years of real-world experience.
What is covered
Throughout this course, we will cover a broad range of topics essential to retirement planning:
- Retirement plan distributions
- Investments
- Risk management and asset protection
- Estate planning
- Social security and taxes
- Retirement needs and expenses
- Estate planning and legal considerations
Course Instructor
Nick Pavia is a Financial Advisor at Apollon Wealth Management based in Charleston, SC, where he specializes in helping physicians, dentists, business owners, attorneys, families and individuals reach their specific financial goals. Nick received a Bachelor of Science degree in Corporate Communications from The College of Charleston. His educational and industry background includes FINRA series 7, series 6, series 63, and series 65 registrations, as well as life, accident and health insurance licenses.
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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