Frequently Asked Questions

The course is designed for Adults ages 50 to 70 and primarily geared toward those recently retired, planning to retire, or contemplating retirement. 

All attendees are welcome to bring guests, however the guests must be registered to assure comfortable seating for all attendees.

This workshop addresses the financial aspects of retirement income planning and therefore your instructor will be a professional from any one of the many sectors of finance. Most commonly they have ten years or more experience in Financial Planning, Investments, Insurance, Accounting, or perhaps an Attorney who practices in Estate Planning depending on the course being offered.