Passport to Retirement

This recently updated course by our own Ray Shaffer with Bill Sheets from the CSU extension office, has been developed to help you learn more about planning for a comfortable retirement.



The course includes the information you need to assess the costs associated with retirement, determine your sources or retirement income, improve your investment potential, reduce your financial risk and help preserve your estate for your heirs. You will also find out how to fight the effects of inflation, avoid unnecessary taxes, and protect yourself from the potentially devastating costs associated with long-term-care expenses.



You will learn how  to integrate important concepts to help you prepare for retirement. The decisions you make in these key areas will ultimately determine your financial success and give you peace of mind. Through examples, exercises, and case studies, you will discover how to take control of your finances and position yourself for a brighter financial future.



Contact us to find out when the next seminar will take place