SPECIAL Medicare Zoom Class
RETIREMENT PLANNING CLASSES ARE BACK!!Registration Information for:
Successful Retirement Planning (SRP)
Sept. 18th & 25th, 2024
2-DAY Class - Wednesdays @ 9:30AM-12:30PM
Sept. 19th & 26th, 2024
2-EVENING Class - Thursdays @ 6:00-9:00PM
$99.00 Tuition - Includes you and an adult guest
Held at:
Sugarloaf Campus
Course Description for Successful Retirement Planning: The biggest mistake in retirement planning? Procrastination. 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. No tests – just an educational class packed with useful information you can use to improve your situation now. 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. Attend and learn effective tools to help you meet your goals, while overcoming the negative impact of inflation and taxes on your assets. Have you watched your retirement accounts fluctuate in past market conditions and want to learn how to better diversify to help reduce risk for your hard-earned assets? You will also learn 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 harvesting your assets in retirement, and discover how behavior patterns and different types of investments can play a role in your successful retirement plan. Learn important information about IRAs/Roth IRAs, Social Security, Medicare, long term care, RMDs, estate planning, gifting, mortgages/real estate, annuities, and much more. Following the class, you will have the option of a personal consultation with your course instructor to apply the concepts learned in class to your situation. Don’t let procrastination hold you back - take action NOW to ensure your financial future is on track by signing up for Successful Retirement Planning now!
The Successful Retirement Planning (SRP) class tuition includes:
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1 adult guest of your choice
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Useful course notebook for future reference
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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 Note: We 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:
*Go to: https://gwinnetttech.edu/donate/
*Enter $99.00 as a one-time donation amount
*Choose where to apply the donation- dropdown
we suggest “AP Adult Education Unassigned”
*Enter credit card or bank information for payment
*Uncheck the box to contribute 10% to the website platform
*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 are held at the Gwinnett Tech Lawrenceville (Sugarloaf) location.
Gwinnett Technical College Lawrenceville campus map (Located at 316 and Sugarloaf Pkwy):
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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.
