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Retirement Courses is designed to help you

plan your retirement income to preserve a comfortable lifestyle. Retirement represents a significant mental shift from saving and growing money to making it last. The fact that we generally live longer, healthier lives means knowing how long your money needs to last is difficult to predict.

Estate Planning

Our courses may cover taxes, wills, probate, gifting assets, joint ownership of property, benefits or trusts and types of trusts.

Retirement Planning

Our courses may cover affordable and enjoyable travel, hobbies, sports, crafts, socializing, business ventures and lifelong learning.

Life Planning

Our courses may cover new retirement opportunities, values and objectives in nine areas of life and the retirement planning process.

Investments

Our courses may cover considerations before you invest, stocks, blonds, mutual funds, trusts and risk management strategies.

Retirement Planning Today

Benefits Ages 50 – 65


Location
Messiah College
Mechanicsburg Campus
1 College Avenue, Boyer Room 131
Mechanicsburg, PA 17055

Dates and Times
Tuesday, March 20th, 2018
Tuesday, March 27th, 2018
6:00PM to 9:00PM

Registration Fee
$49 (Fee includes one workbook)
Bring your spouse or guest at no additional charge

Course Topics

  • Determine the amount of money you need to retire
  • Create your own goals for a “successful retirement”
  • Eliminate debt and improve cash flow
  • Properly convert your IRA to a Roth IRA
  • Select the right retirement plan distribution choice
  • Plan your retirement income to preserve a comfortable standard of living
  • Transfer the risk of potential financial losses before or during retirement
  • Reduce or eliminate taxes, expenses, delays and legal challenges with estate planning

Rejuvenate your Retirement

Benefits Ages 65 – 75


Location
Messiah College
Mechanicsburg Campus
1 College Avenue, Boyer Room 336
Mechanicsburg, PA 17055

Dates and Times
Tuesday, April 3rd 2018
Tuesday, April 10th, 2018
3:00PM to 5:00PM

Registration Fee
$39 (Fee includes one workbook)
Bring your spouse or guest at no additional charge

Course Topics

  • Identify the primary threats to your retirement savings
  • Plan your retirement income to preserve a comfortable lifestyle
  • Affordable and enjoyable travel, hobbies, sports, crafts, socializing, business ventures and lifelong learning
  • Align your investments with your attitudes, risk tolerance and objectives
  • Apply strategies designed to increase Social Security retirement benefits
  • Calculate whether you should convert your IRA to a Roth IRA
  • Maximize tax efficiency of withdrawals from mutual funds and IRAs
  • Evaluate and plan for health care, long term care, incapacity and end of life decisions