How long will my money last during retirement?

Understanding more about this complicated system may help you better understand and advocate for your financial goals.

Select Your Class

Buckwalter Recreation Center
905 Buckwalter Pkwy
Bluffton, SC 29910
Directions to Location

Find out how to:

  • Determine how many years your retirement savings may last

  • Identify the primary threats to your retirement saving

  • Calculate the impact of investment choices, rate of return and inflation on your plan

  • Evaluate and plan for health care, long-term care, incapacity and end of life decisions

Additional Benefits

Course Textbook

Each attendee will receive a financial planning and retirement textbook. This resource is yours to keep and is filled with examples, illustrations, and checklists to make it easy to understand the concepts discussed in class and serve as a convenient reference tool after the course is complete.

Optional Consultation

If your questions are personal or relate to specific financial products, you may arrange to meet privately with your instructor after your course is complete. This is complimentary for class attendees but is not required.

Select Your Class

Tuesdays

Sep. 9 & 16
10:00 a.m. to 12:00 p.m.

 

Buckwalter Recreation Center

905 Buckwalter Pkwy
Bluffton, SC 29910

Wednesdays

Sep. 10 & 17
1:00 p.m. to 3:00 p.m.

 

Buckwalter Recreation Center

905 Buckwalter Pkwy
Bluffton, SC 29910

Don't wait — seats are limited, and this is your chance to
take control of your financial future.

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Rather meet One-on-One?

Schedule a meeting with a member of our team to create your financial strategy today.

Or give us a call at 843.941.7791.