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

$69.00 Course Fee includes 1 course textbook. Bring spouse or guest for free.

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

What You Receive

Making your money last throughout retirement has never been more challenging. People are living longer and fewer retirees have traditional pensions. In recent years, the volatility of the stock and bond markets has been high and interest rates paid by banks has been low. While most retirees are covered by Social Security, this program also faces financial challenges. This course helps you develop a personalized retirement income plan.

This course includes a financial planning and retirement textbook. It will help you follow along with the presentation and is yours to keep. The examples, illustrations, and checklists in your book make it easy to understand the concepts discussed in class, provide a step-by-step process to apply what you learn, and serve as a convenient reference tool after the course is complete.

While there are many courses available for pre-retirement planning, this unique course focuses on the concerns, issues, and needs of today's retirees. Whether you're planning for many years in the future or looking for immediate answers to financial concerns, this course provides an eye-opening experience.

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.

Your instructors are:

Zaina Bankwalla, MBA, CFBS, RICP, CEPA, is a registered representative of, and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC. 3975 Fair Ridge Dr. Ste 315(N), Fairfax, VA 22033. Tel: 703-218-6700. CRN202512-7587981

Kevin Mullaney is a registered representative of, and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC . 8444 Westpark Drive, Suite 900, Tysons, VA 22102. (703) 847-9660. J.L. Hicks Financial Group is not an affiliate or subsidiary of MML Investors Services, LLC or its affiliated companies.

OR

Your instructors are:

Zaina Bankwalla, MBA, CFBS, RICP, CEPA, is a registered representative of, and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC. 3975 Fair Ridge Dr. Ste 315(N), Fairfax, VA 22033. Tel: 703-218-6700. CRN202512-7587981

Kevin Mullaney is a registered representative of, and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC . 8444 Westpark Drive, Suite 900, Tysons, VA 22102. (703) 847-9660. J.L. Hicks Financial Group is not an affiliate or subsidiary of MML Investors Services, LLC or its affiliated companies.

 

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