Description
This is a 2-session course held Tuesday, March 12th and Tuesday, March 19th from 6:30 pm to 9:00 pm.
Learn the principles of conservative retirement planning. This course highlights the ABC Planning Model and covers income planning, retirement budgeting, financial decision making, changes in planning paradigms, the history of markets, the impact of bear markets, and more. Increase your awareness of risk and asset allocation models that can help you manage risk exposure. The course does not offer specific solutions for individual retirement plans; it will give you the knowledge and confidence to make sound decisions that align with your own goals, objectives, and level of risk.
This course is designed for adults 55 to 70, equipping you with the knowledge to transform your financial future. Whether you are about to retire, have 20+ years to go, are self-employed, or just want to make sure you are on the right track, this course offers retirement planning for everyone.
REGISTRATION IS REQUIRED AND SEATING IS LIMITED.
$39 Includes all materials.
One guest may attend free! Email fwlowry@waketech.edu for details.
Instructed by Fred Lowry, CRC®, an Adjunct Professor at Wake Tech Community College who has been working and teaching in the retirement planning field for over 14 years. As a fiduciary, he believes that education is the key to navigating the challenges of retirement and enjoys enhancing the class materials with real-life examples of the principles being taught.
Date and Time
March 12 - March 19, 2026
6:30p - 9:00p EST