Offered through State College of Florida
Tuesday, October 3 and October 10
or
Thursday, October 12 and October 19
YOU WILL RECEIVE THE FOLLOWING:
1. Classroom Instruction from a Local Certified Financial Planner™ Practitioner
Your speaker is Gardner Sherrill, MBA, CFP®. Gardner specializes in financial education and retirement planning. He brings over 25 years of experience as a Wealth Advisor. His practice is focused on helping people with retirement planning and investment management needs. He has developed this course from his extensive study in the field of wealth management and hands-on experiences with clients.
2. Course Textbook
This course includes a workbook that covers all class material. One is provided per registration. The workbook will be provided via email upon registration. It helps you to follow along, take notes, and review the material at a later date. Gardner’s goal is to present the material in a clear and easy-to-understand format where financial jargon is minimized. It also provides you with step-by-step instructions to create and implement your own plan for retirement.
3. Comprehensive Overview
This course has been designed to address all areas of retirement planning so that you will have all the tools available to plan for your retirement. Your instructor will use real-life examples to illustrate important financial concepts and pitfalls. You are not attending a sales seminar. Gardner works as a fiduciary and nothing will be sold during this course.
4. Optional Consultation
All attendees have the option to meet with Gardner for a complimentary one-hour consultation. This is for you to ask specific questions about your own situation or get more information about getting his help should you choose so. There is no cost for this consultation and it is not required.
WHO SHOULD ATTEND?
This course is designed to help you create your own personal retirement plan. It is geared towards people age 50 years and older and will cover such concepts at Social Security and Medicare.
Why is financial education important?
It used to be that students were taught basic financial education in high school. However, this has gone by the wayside in recent years. With many companies eliminating and freezing pensions and moving towards individually-funded retirement plans, it is more important than ever for one to take charge of their personal financial future. By attending this course, you will be able to lay the groundwork for your personal financial plan. Whether your goal is to retire soon, or many years down the road, you will be able to create your own personal retirement plan. Even if you have already done some planning in the past, you will be able to restore confidence that you are on the correct path towards achieving your retirement goals.
There’s a difference between Financial Education and a Sales Presentation
With the proliferation of the internet and 24-hour financial networks, there is more information than ever before on personal finances. The challenge is that it is difficult for us to navigate the changing financial planning landscape. Nothing will be sold at this presentation. It is designed to help save you time by educating you on developing a sound financial plan and creating your own plan for retirement.
