Retirement Courses

"The FIP Experience -- we free you up to enjoy the things that are important to you. It's not just the products, it's the process."

The retirement seminars are held throughout the year. For a detailed brochure please email us with your address or Click here for upcoming seminar dates and locations.

Who should attend: People who are retired or planning for retirement, people who are committed to a goal of financial independence and would also prefer to focus on those things that are important to them.

Time commitment: Generally conducted the evening for about 2 ½ hours, plus an optional consultation reserved for one-on-one assistance.

Seminar outline: You will receive an introduction to concepts and practices that will help you clarify your overall objectives, and give you the confidence to gain control of your finances and enjoy a comfortable retirement. You will learn important information about how to seek more from your investments, Social Security, and retirement plans.

Some seminar highlights are:

How to protect your hard-earned assets from erosion due to inflation/long term health care.

How to determine which retirement plan distribution option is right for you

How to evaluate your Social Security choices

How to inventory your assets, income and pension benefits

How to leverage federal tax laws

Decide if you can retire early.

Properly allocate your assets to seek greater returns and manage risks.

Determine which type of insurance will lower costs and optimize benefits.

Making your money last -- Procrastination - Your greatest investment risk

Mitigate risk management -- Health insurance, Medicare, Disability income insurance, long-term care

Pension maximization using life insurance

Estate planning

Optional Planning Consultation: Everyone who attends this course is entitled to a complimentary personal retirement planning consultation after the conclusion of the seminar. Click here for Upcoming Course Dates and Locations. For additional information or to pre-register call (610) 825-5521 or click here to email us. Return to Top of Page