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Retirement Planning Today ®
An educational course for adults - ages 50 to 70
Spring Schedule

DePaul University
O'Hare Campus

February 2 & 9
- or -
February 4 & 11

6:30pm to 9:30pm

Forest View
Education Center

April 5 & 12
- or -
April 14 & 21

6:30pm to 9:30pm


March 16 & 23
- or -
March 24 & 31

6:30pm to 9:30pm

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or call 847-232-1523

Recent academic research from MIT, The Wharton School of Business and the University of Michigan (among others) detail a fundamental shift in retirement planning for those nearing retirement or those already retired. Retirement Planning Today® is designed as a comprehensive personal finance course for those in the early stages of retirement or those about to retire. It addresses difficult retirement decisions such as Optimal Asset Allocation, Income Planning, Social Security Maximization and the pitfalls to avoid. You will receive access to over 26 academic reports detailing the “New Rules of Thumb” as well as financial tools to help you better understand risk, taxes, budgeting and estate planning.

Learn how to:

• Determine the amount of money you need to retire
• Use 5 investment strategies to help minimize risks and maximize returns
• Eliminate debt and improve cash flow
• Properly allocate your assets within your employer retirement plan
• Select the retirement plan distribution choice that is right for you
• Plan your retirement income to preserve a comfortable standard of living
• Transfer the risk of potential financial losses before or during retirement
• Reduce or eliminate taxes, expenses, delays and legal challenges with estate planning