RETIREMENT WILL BE HERE
SOONER THAN YOU THINK.

ATTEND OUR RETIREMENT READINESS WORKSHOP TO PROPERLY PLAN YOUR RETIREMENT

NORMALLY $65 NOW FOR A SPECIAL PRICE OF $39.99

DATES AND TIME:

Thursday 2/21/2019 and Thursday 2/28/2019 6:30 PM - 9:30 PM

-or-

Tuesday 2/26/2019 and Tuesday 3/5/2019 6:30 PM - 9:30 PM

LOCATION

Best Western Plus Hotel , 201 Washington Ave North Haven, CT 06473

 
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FOR JUST $39.99 YOU RECEIVE THE FOLLOWING (A TREMENDOUS VALUE!):

1. Classroom Instruction from a Local Certified Financial Planner™ Practitioner

Your speaker is Ryan Morrissey, CFP®, CLU®, ChFC®, CMFC.  Ryan specializes in financial education and retirement planning.  He brings 17 years’ experience as a Wealth Advisor. His practice (based in North Haven) 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.  It helps you to follow along, take notes, and review the material at a later date.  Ryan’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.  Ryan works as a fiduciary and nothing will be sold during this course.

4.  Optional Consultation

All attendees have the option to meet with Ryan 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.  

5. Bring a Guest for Free

You may bring a spouse or guest for free.  However only one workbook will be provided per registrant so if you want an additional workbook they will need to register separately. 

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. However, people under 50 will benefit from learning the principles of retirement planning. It is never too early to begin planning your retirement and protecting your financial future.

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 ground work 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.

 
 

DATES AND TIME:

Thursday 2/21/2019 and Thursday 2/28/2019
6:30 PM - 9:30 PM

-or-

Tuesday 2/26/2019 and Tuesday 3/5/2019
6:30 PM - 9:30 PM

LOCATION

Best Western Plus Hotel, 201 Washington Ave
North Haven, CT 06473