Retirement planning classes

 

Special Free Class - Medicare Supplement ZOOM Seminar
This session will help you analyze the many Medicare combinations available to narrow your choices and find the best options for your situation. Updates to Medicare 2020 will also be discussed, to prepare you for the open enrollment period that begins in October.
 
August 26 – Wednesday – 1:00-2:30pm
If you are 65 or older, on Medicare, or enrolling for the first time, the Medicare Supplement Plan options can be confusing and the wrong decisions costly. We have partnered with a local firm that assists in making those decisions offering a free educational seminar.
Registration for the Medicare session is being coordinated
through our office - simply call 770.931.1414 to sign-up and we will send you the ZOOM link.

Your adult guest is also welcome. Please refer anyone you know who may be interested.

 

RETIREMENT PLANNING CLASSES:

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!!

Retirement Planning courses offered through Gwinnett Technical College at both their Lawrenceville and Alpharetta locations. To register for classes at either location, please call Gwinnett Technical College at (770) 962-7580 x6743 or (770) 995-9697 with questions, but all registrations are now processed online at Gwinnett Tech's website. Ask about the senior discounts for those age 65 and older.

You may also call us for more class info at 770.931.1414.  

Successful Retirement Strategies (SRS)

October 20 & 27 - Two Tuesdays - 6:15pm-9:15pm
Gwinnett Technical College - Alpharetta/N.Fulton
2875 Old Milton Pkwy, Alpharetta, GA 30009
$99 for you and a guest

Successful Retirement Strategies (SRS)

October 22 & 29 - Two Thursdays - 6:15pm-9:15pm
Gwinnett Technical College - Sugarloaf
5150 Sugarloaf Pkwy, Lawrenceville GA 30046 
$99 for you and a guest
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Successful Retirement Strategies Class Description: 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. 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) enrollment fee includes
  • Registration for all class sessions for you and a guest
  • Useful course notebook
  • Optional personal retirement planning consultation at Green Financial following the class to assist you with formulating a plan specific to your situation and goals and to learn to apply the concepts learned in class to your individual situation. 

To Register:

All class registrations must now be done online after registering with Gwinnett Tech. 
To start, please visit Gwinnett Tech's registration page by clicking here.
Follow the prompts to create an account, or to log in to an existing account.
You wil then be taken to a page that says "My Account."
On the right-hand side you will see "Courses."
Type "Retirement" in the search bar and then select the class you want.
Follow the prompts to complete registration and payment. 

**SPECIAL NOTE:  PLEASE DO NOT ADD YOUR FREE GUEST WHEN REGISTERING, as Gwinnett Tech's system will charge a duplicate class fee.  They have advised us to communicate that you may simply bring your free guest to class and we will gather their enrollment information at class.

If you have any questions, please call Gwinnett Tech at 678.226.6739 for assistance.  

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

Gwinnett Technical College Sugarloaf 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 30 years has helped thousands of people plan for their financial futures. Roger hosted the educational radio program, Your Green, on FaithTalk 970 AM Saturdays from 1998 through 2017, and for almost two decades has been contributing a monthly column to the Gwinnett Citizen newspaper as well. Roger was listed in Barron's as one of the Top 1000/1200 Advisors in February of 2009-2016 & 2019, 2020. In 2016, Roger's firm was named the overall Gwinnett Chamber Pinnacle Small Business of the Year.  He was named to the Research Magazine 2009 Advisor Hall of Fame - one of five advisors nationally to receive this honor, and in 2018 he received a Public Service Award from the Gwinnett Chamber for his many contributions to his community. Roger has a wealth of knowledge, gained through working with thousands of people and over 30 years experience helping people with their money through the good times and the challenging times, to share to help you meet your financial goals.

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 and improve your retirement and investment planning!

*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 advice. For complete details, consult with your tax advisor.