RETIREMENT PLANNING CLASSES ARE BACK!!

Registration Information for: 
Successful Retirement Strategies (SRS)
March 5th & 12th, 2024
2-Night Class - Tuesdays @ 6:00-9:00PM
$99.00 Tuition - Includes you and an adult guest
 
Held at:
 
Sugarloaf Campus

Course Description for Successful Retirement Strategies: Whether you are just getting started, at the peak of your career, or heading into or living life in retirement, this two-part class will help you make the most of what you have.  Planning to reach your goals is the best way to make that vision for your future a reality.  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. Invest some of your time to learn ways to minimize the devastating impact of taxes and inflation that eat away at your retirement savings. Attend and learn effective tools to help you meet your goals, while overcoming the negative impact of inflation and taxes on your assets. Learn how to better diversify to help reduce risk for your hard-earned assets, and why most of us will continue to need growth on our assets throughout retirement if our money is to last to provide income throughout retirement.  Learn strategies for withdrawing your money in retirement, and how understanding behavior patterns and how different types of investments can play a role in your successful retirement plan.  Learn the basics you need to know about IRAs/Roth IRAs, Social Security, long term care, estate planning, and much more. Following the class, you will have the option of a personal consultation with your course instructor to review your individual situation and apply the concepts learned in class. Take action to ensure your financial future is on track by signing up for Successful Retirement Strategies now!

The Successful Retirement Strategies (SRS) class tuition includes
  • 1 adult guest of your choice
  • Useful course notebook for future reference
  • Optional in-depth personal retirement planning consultation following the class.  This meeting, held at our office or via Zoom, will assist you with ensuring you have a plan specific to your situation and goals; and it helps you to apply the concepts learned in class.
I'M READY TO TAKE ACTION - SIGN ME UP!
Important NoteWe are having tuition/registration fees paid as donations to the Gwinnett Tech Foundation; to further support community education efforts*. Charitable donations are not refundable.  Cancellations would be handled via a credit to one of our future class offerings.  The Gwinnett Tech Foundation, Inc. is a 501(c)(3) tax-exempt organization, making your contribution tax-deductible to the extent allowed by law.
 
Payment Options: 
To pay by credit or bank card, visit: https://gwinnetttech.edu/donate/.
Make a one-time donation of $99, then email the receipt for the donation,with the registration info requested below to HeretoHelp@rogersgreen.com.   See below for additional tips to help you with Gwinnett Tech's website when making this payment.
 
Prefer to pay by check?
Mail a check for $99, payable to: 
Gwinnett Tech Foundation, Inc. along with the contact info listed below to:
Green Financial Resources
3700 Crestwood Pkwy NW #140
Duluth, GA  30096
 
Please include this information with your email or check payment:
Name
Address
Phone
Email
Free Guest Name and Relationship
How Did you hear about class?  (Mailer, newspaper, magazine, Facebook, LinkedIn, referral, other?)
 
Some additional tips for making a payment online:
 *Enter $99.00 as a one-time donation amount
 *Choose where to apply the donation- dropdown
            we suggest “AP Adult Education Unassigned
 *Do NOT add the optional transaction fee (or you will pay more than $99)
 *Enter credit card or bank information for payment
 *Print or screenshot your confirmation screen
 *GT should send a confirmation email to you.
 *Email your payment confirmation to HeretoHelp@rogersgreen.com and include the contact info listed below the check payment instructions.   
 

Put yourself in CONTROL of your financial future and keep your commitments to yourself and your loved ones. 

No tests, just helpful education...SIGN UP NOW!!

Held at:

 

 

The room location of these classes may vary. Once you are registered, we will send you an email with additional class information. If you have any questions, please call our office at (770) 931-1414.

Retirement Planning courses may be held at either the Gwinnett Tech Lawrenceville (Sugarloaf) or Alpharetta (Avalon) locations.

Gwinnett Technical College Lawrenceville campus map (Located at 316 and Sugarloaf Pkwy):

 

 

 

 

 

 

 

 

 

Gwinnett Technical College Alpharetta campus map (located across from Avalon):

 

 

 

 

 

 

 

 

 

 

 

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Your instructor is Roger S. Green, who has been teaching retirement planning at Gwinnett colleges since 1997, and for more than 35 years has helped thousands of people plan for their financial futures. From 1998-2017, Roger hosted the weekly educational radio program, Your Green®, on FaithTalk 970 AM; and for almost two decades contributed Your Green® as a monthly column in the Gwinnett Citizen.

Let Roger help you with his wealth of knowledge, gained through working with thousands of people.  He has over 35 years experience helping people with their money, through the good times and the challenging times.  Let him help you meet your financial goals.

EDUCATE YOUR GROUP: Passionate about educating, Roger has spoken to many civic and employer groups, free of charge, about retirement planning and investing. To inquire about his availability to speak to your group, call us at (770) 931-1414.   
We look forward to helping you grow your financial knowledge!

 

*The results from the above articles should not be considered a guarantee of future performances and/or success.

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

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

*"The charitable entities and/or fundraising, opportunities described herein are not endorsed by or affiliated with Cetera Advisor LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored or approved by Cetera.