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The Changing World of Retirement Planning Workshop

"The rules for a retiring generation of baby boomers have changed.  Learn how those changes affect you as you strive for a 

prosperous retirement."

 The University of Saint Thomas

Thursdays: June 4th and 11th

6:30 p.m. to 9:30 p.m.


Tuesdays: June 9th and 16th

 6:30 p.m. to 9:30 p.m.


Saturday: June 6th

9:00 a.m. -2:00 p.m.

Click Here to Register

Want to know about future events? CLICK HERE, sign-up and we'll let you know!

Learn how to:

  • Evaluate the impact of the 2018 tax law changes on your retirement

  • Know if you have enough money to retire

  • Develop strategies to maximize your Social Security income

  • Avoid the three pitfalls of retirement distribution

  • Understand if your portfolio is truly "diversified"

  • Evaluate if Roth Conversion if right for you

  • Plan for incapacity due to illness or injury


Who is presenting this course?

Geoff George, the president and principal advisor at Lifetime Capital Planning Group.

What's the catch?

The catch is that you have to spend 6 hours of your life learning about retirement planning. Other than that, there is no catch.

No products or services are offered for sale or discussed at the events. The course materials are prepared in conjunction with the Society for Financial Awareness, a nonprofit organization committed to providing adult financial education. 

Want to know about future events? CLICK HERE, sign-up and we'll let you know!

This course is provided by The Society for Financial Awareness.