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Previous Classes
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Our Workshop Locations
BROWARD COLLEGE -
WESTON
BROWARD COLLEGE -LAS OLAS
What can you expect from a Retirement Planning Institute Course?
This course aims to explore the broader perspective of retirement planning.
Retirement Planning Institute is dedicated to providing educational content. While it will delve into specific subjects like 401(k)s, IRAs, brokerage accounts, taxes, health care, estate planning, and more, it will not focus on discussing specific financial products. An experienced financial expert will lead your class, enriching the learning process with real-world examples. The lecture format is designed to be interactive, promoting engagement and inviting attendees to ask questions, although participation is not mandatory.
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Retirement Planning Institute Instructors
Grant
Conness
Andrew
Costa
Tyler
Morales
Amber
Kelly
Our instructors have decades of combined experience and have not simply studied finance or education. Our instructors are certified financial advisors, attorneys, or experts in their field who work with retirees every day designing financial, estate, or healthcare plans to help them achieve the retirement of their dreams.
Here's a Quick Breakdown Of The Retirement Planning Institute Curriculum
Part One - Investment, Income, Tax Planning, and Estate Planning (accompanied with workbook)
Part Two - One on One Strategy Session (done privately and 100% free)
VIRTUAL WORKSHOP
During your virtual workshop, your instructor will arm you with all the necessary tools to evaluate and continue to enhance your retirement plan. Whether you have an established plan or looking to get started, this workshop will provide valuable insights into each of the followings areas:
Investment Planning
Managing the markets, disclosed and undisclosed fees in your retirement plans including 401(k) and IRA, and how begin to determine your risk tolerance
Income Planning
Learn how to align your assets to help create income to support your personal and financial goals through retirement.
Tax Planning
Learn how the tax system works and the different types of taxes in retirement.
VIRTUAL LAB SESSION
Everyone who enrolls in the workshop will have the opportunity to meet one on one with the instructor, who is a certified financial planner, at a time convenient for you. This Lab Session is your time to discuss any retirement planning subject you’d like or expand upon the areas that were covered in the workshop to see how they apply to your specific retirement plan. Our hope is that everyone that participates in a Lab Session leaves feeling more confident in their retirement plan.
Analysis of current retirement planning strategies
Steps to build confidence in retirement
Assistance building a budget and understanding income flow in retirement
Estate Planning
We'll cover the five estate planning options & the six things every estate plan should have.
FREQUENTLY ASKED QUESTIONS
Is the course live or pre-recorded?
Retirement Planning Institute is an interactive course for individuals or couples living in or nearing retirement. The course is live, and you will have the ability to interact with other participants and our presenters.
How do RPI’s virtual classes work?
Our classes are virtually presented via Zoom. You will receive a link via email as well as text to join the course via Zoom several days prior to your first session. We also include instructions on how to use Zoom if you are not familiar with Zoom and its functionality.
Is RPI a college or university?
Retirement Planning Institute is non-profit 501c3 organization. Our mission is to educate as many people as possible on financial literacy as it pertains specifically to retirement planning. Our organization has partnered with many major universities to make these classes accessible to those living in or nearing retirement.
Will there be any high-pressure sales pitches?
Retirement Planning Institute is strictly educational. We are a 501c3 non-profit so our mission is to educate. All of our instructors are bound by the restrictions of our 501c3 and while we do cover specific topics such as healthcare planning, 401(k)s, IRAs, taxes, and legacy and estate planning we will never offer or speak on specific financial products.
For any questions, call 954-360-8990
A one-on-one meeting is optional, but it does allow you to ask personal questions to the instructor as it relates to your financial situation. Many attendees have found that these office hours have helped them apply the course material to their situation and have found it to be one of the best parts of the course.
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Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by Florida Atlantic University is stated or implied. Retirement Planning institute is a paying sponsor of Florida Atlantic University Athletics. Insurance services offered separately through Global Wealth Retirement Planning, LLC.
This is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
Global Wealth Management is not permitted to offer and no statement made during these workshops shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency.