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What is Retirement 101?

Retirement 101 is a retirement planning and community financial education course created by financial, tax, and legal professionals. It’s designed to provide an impactful and objective educational experience for individuals seeking to better understand their financial situation and options. Students (pre- or post-retirees) learn key terms, strategies and concepts to help achieve their retirement goals.

Who should attend?

Whether you are working toward retirement or already retired, this course can bring you valued insight and practical knowledge that can help you realize your financial goals. It is designed to build confidence in your ability to enhance your net worth and financial security. It will also give you strategies for managing the financial impact of life transitions, such as change in employment, passing of a loved one, divorce, moving or relocation, funding college for a child or grandchild, and disability or health-related concerns. The course is designed for ages 50-70.

Material and value-added resources

Students receive a 189-page workbook including worksheets, checklists, case studies and text reference for all content covered in the course.

To celebrate over 10 years of providing financial instruction to the Greensboro community, Retirement 101 is offered at no cost this year!

For more information, contact Pat Kylander or Robin Hunt at TFA
336-230-0071 or reachus@triadfa.com

Sign Up Now!