Prior to Congress deciding to reengineer retirement plans with the passage of the 1978 Tax Revenue Act, many retirees enjoyed pension plans with a monthly income paid for as long as they might live.

With a pension, no investment decisions or any other decisions had to be made once the monthly checks started flowing.

Now retirees face many more challenges when it comes to managing their retirement plan money. In large part because most of today’s retirement plans can be characterized as do-it-yourself plans.

It is now the plan participant’s responsibility to decide how to invest their plan balances in a way that manages market fluctuations, combats inflation and provides income that will last a lifetime.


Each of the major financial risks faced in retirement, whether it’s stock market volatility, inflation, health care expense, or rising taxes, will all be reflected in the overall risk of a reduction in a person’s future standard of living. In this course attendees will learn steps for using their retirement plans, Social Security, and other assets to protect their standard of living throughout their retirement.


The objective of this course is to identify the common risks faced in retirement and to provide attendees with simple, actionable steps that can help protect their future standard of living.


  • How to protect your retirement from market fluctuations
  • Use IRA rollovers to reduce market risk and continue tax deferral
  • The only inflation protected income that is truly guaranteed
  • Two ways to protect against the financial risk of living a long life
  • Strategies for addressing the risk of long term care expenses
  • The 3 part prescription for protecting your future standard of living


Registered attendees receive the interactive Retirement POWr workbook. Throughout the  course, this workbook is referenced and attendees are encouraged to complete sections with the information they have learned. Upon completion of the course, this workbook becomes a simple but valuable resource that attendees can refer to as they make decisions regarding their retirement plans.


Advance registration is required.

Select a class date from the calendar below to register.

july 2024

No Events

august 2024

No Events

september 2024

No Events