Class Schedules

To register for classes, please call Gwinnett Technical College at 770.962.7580 x6743 or 770.995.9697. Also you can call us for more class info at 770.931.1414 or Click here to contact Green Financial.  Directions to class are provided at the bottom of this page.

Put yourself in CONTROL of your retirement paycheck and keep your commitments to yourself and your loved ones... SIGN UP NOW!

"Financial Strategies for Successful Retirement"  Course SEM0208

Feruary 9, 16, & 23- Three consecutive Thursday evenings from 6:00- 9:30 PM

Course Description: Financial Strategies is not just about managing your money.  It's about managing your future. These three sessions will teach you proven tax-reduction techniques and powerful money management ideas.  You'll find out how to build a diversified investment portfolio. You'll discover the wealth-building strategies of professional investors and learn how to pursue your financial goals.  As part of your coursework, you will learn how to develop a personalized plan that addresses your unique concerns and aspirations.  The information presented is factual and objective and no financial products are discussed or sold.  Following the class, you will be entitled to an optional private consultation with your instructor.  “Financial Strategies for Successful Retirement” was developed by the leader in personal financial education, Successful Money Management Seminars, Inc. More than two million people have attended seminars developed by this publisher (now part of Emerald Publications). Offered throughout the United States and Canada by trained, licensed professionals, FSSR© seminars are recognized for their exceptional content. The courses have been sponsored by over 1,800 corporations, 1,200 organizations and 1,800 educational institutions.  Although Americans work an average of 90,000 hours during their working years, few spend more than a day preparing for their retirement. An increasing number of retiring Americans are dependent upon the government, their families or charity. The FSSR seminar helps you avoid this situation.

 

"The Strategy for Retirement Harvesting" Course SEM2100

March 6 - One Night Course 6:30-9:30 PM

Course Description:  Too busy to commit to a longer class session or just not sure this type of class is right for you?  The Strategy for Retirement Harvesting is a single session class designed to give you an overview of the financial basics to help you plan to live more comfortably in retirement.  A small three hour commitment to help put you in control of your financial future.  This course will provide you with a plan for optimizing your assets even while in retirement.  You will learn about the negative impact of inflation and taxation on your investment portfolio and about the most important tool you have to overcome these negative factors.    Join us and learn how to determine the money you will need in retirement, and how to formulate a plan focused on pursuing those goals.   Following this session, you will be entitled to an optional personal consultation with your course instructor to review your individual situation.  Don’t procrastinate on taking action for your financial future – sign up now!

 

 "Successful Retirement Planning" Course SEM1731

January 10, 17, 24- Three consecutive Tuesday evenings from 6:00-9:00 PM.

March 13, 20, 27 - Three consecutive Tuesday evenings from 6:30- 9:30 PM

Course Description: The biggest mistake in retirement planning?  Procrastination. 

This class is designed to help you overcome planning procrastination, or just to help you "tune-up" your retirement planning. After determining exactly what you will need to live the retirement of your dreams you will begin formulating a plan to achieve those dreams. In today’s world of early retirements and longer life spans, formal retirement planning is a must to ensure independence and a lifestyle that will make you comfortable during your retirement years. You will learn ways to minimize the devastating impact of taxes and inflation that eat away at your retirement savings. Have you been watched your retirement accounts take a beating in past market conditions and want to learn how to better protect your investments? Attend and learn how to better diversify to provide greater protection for your hard-earned assets. Other topics covered include college planning, investment options, the truth about long term health care, why estate planning is important, and much, much more. Attend and breathe easier, learning how to get the most out of your retirement planning.  

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Your instructor is Roger S. Green, MSFS, CFP, host since 1998 of “Your Green”, on WNIV 970 AM Saturdays from 3:00-4:00pm.   

The $100.00 (3 night courses) or $59.00 (1 night course) enrollment fee includes:

  • Registration for all class sessions for you and a guest
  • Useful course notebook
  • Optional personal retirement planning consultation following the class to assist you with formulating a plan specific to your situation and goals

To sign-up call Gwinnett Technical College at 770-995-9697 and provide the course number to register or visit https://aceweb.gwinnetttech.edu/wconnect/CourseStatus.awp?~~113SEM1731C.  You may pay by credit card or by check. ASK ABOUT THE SENIOR CITIZEN DISCOUNT.
 

Our classes are held at Gwinnett Technical College. Gwinnett Technical College is right at Sugarloaf & Hwy. 316.  

Directions to Gwinnett Technical College:
Take 85 North to Hwy. 316. Get off at Sugarloaf Parkway and take a left. Cross back over Hwy 316 and Gwinnett Tech. will be on your left. The room location of these classes may vary, please call our office or the college to confirm.

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*No retirement strategy can eliminate the risk of fluctuating prices and uncertain returns.

*Neither the broker-dealer nor any of its representatives give tax advice. For complete details, consult with your tax advisor.