Retirement Planning Today

This two-session course is both entertaining and informative. Your instructors, Charles Brown and Christopher Breitenbach (CB3 Financial Group), and David Carl (World Equity Group), will enhance their presentations with stories and real-life experiences. Attendees will enjoy the interactive lecture format where participation and questions are encouraged but not required.

This course includes a 230-page textbook with examples and illustrations. Written in easy-to-understand terms, your workbook helps you learn more about the financial concepts discussed in class, provides a step-by-step process to apply your knowledge and becomes a useful reference tool after the course is complete.

Unlike financial seminars that focus on a specific topic, this comprehensive course helps you see the “big picture.” It examines many aspects of personal finance and how they can work together to create an integrated retirement plan. This course is educational and non-commercial.

Attend this two-night course and learn how to:

• David CarlChristopher BreitenbachCharles BrownCreate a plan to retire early
• Integrate your finances with your goals and values
• Use new tax law changes to your advantage
• Properly allocate your assets within your employer retirement plan
• Use five investment strategies to help minimize risk and maximize returns
• Ask the right questions when evaluating insurance coverage
• Insure your estate plan still functions properly under new laws

For more information, please call Lory at 630.845.8880 or e-mail her at lharris [at] weg1 [dot] com.