Retirement Readiness Masterclass
Join Us at
State College of Florida
As a lifelong learner and teacher, Gardner is proud to teach a class on Retirement at State College of Florida, Bradenton Campus. This class is geared toward individuals who are 50+ and designed to help individuals understand key issues and blind spots they may face in their retirement years.
Whether looking to create your own retirement plan or work in collaboration with an advisor, this course will help you gain valuable information to navigate the next chapter with confidence. Come spend two nights with us and we will help you understand the issues and prioritize your next steps.
Bradenton Campus
Upcoming Schedule
October -
January -
2025
Tuesdays - 4/8 and 4/15
Thursdays - 4/10 and 4/17
April -
Tuesdays - 6/3 and 6/10
Thursdays - 6/5 and 6/12
June -
Tuesdays - 10/7 and 10/14
Thursdays - 10/9 and 10/16
October -
call to register
Some of the questions we address:
How can I make sure I don't run out of money?
Should I consider Roth conversions?
How can I decrease the taxes I pay in retirement?
What's the most optimal sequence to withdraw my retirement savings?
How do I coordinate my Social Security filing strategy with my other assets and income?
How can I make sure my investment strategy is supporting MY goals?
Do any of those questions sound familiar?
We will help answer these questions and provide clarity on next steps
Each Class is two nights.
Night 1 : 6:00 - 8:30pm
Section 1 : Retirement Foundations
& Obstacles
Section 2 : Medicare, Long Term Care
& Insurances
Section 3 : Tax Reduction Strategies
in Retirement
Night 2 : 6:00 - 8:30pm
Section 4 : Social Security
& Income Sources
Section 5 : Investing in Retirement
Section 6 : Portfolio Distribution Planning
Call 941-363-7264 to register
Tuition: $49
Couples may attend for a single registration fee
call to register
