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About Carolina Retirement Planners’ Courses

RETIREMENT PLANNING COURSES

Our courses offer participants objective and informative guidance delivered by David Shucavage, our president and CEO, to help you on the path to your financial goals. If you are nearing or in retirement, attending one of our courses can help you acquire the tools you’ll need to make sound financial decisions that can help guide you to and through retirement.

Our unique and informative courses will help you learn how to:

  • Define retirement and what’s important to you
  • Realistically estimate your income and expenses
  • Create a steady and reliable income stream for retirement
  • Understand your distribution options
  • Avoid four potentially costly Social Security mistakes
  • Determine whether to convert your IRA to a Roth IRA
  • Reduce expenses and preserve the value of your estate
  • Minimize tax liability
  • And so much more …

REGISTER FOR ONE OF OUR UPCOMING COURSES — Space is limited

Full Retirement Planning Course

Info:

If you’re ready to re-think your retirement, we’d love for you to join us at our full retirement program when we’ll present “Retirement Planning in Today’s Economy.”

Are you missing opportunities for an even better retirement?

Please join us for our full retirement programs.

Some of the topics covered are:

Income Planning, Investments, Taxes, Health Care and Wills & Trusts!

Each class is a total of 6 hours. Saturday programs are all day and break for 1.5 hour lunch. Weekday programs are over 2 nights, with 3 hours each night.

Locations & Dates:

Brunswick Community College – Leland Center

2045 Enterprise Dr NE, Leland, NC 28451

Room 206

Saturday, October 26th 9am

UNCW – CIE Building:

803 S College Road, Suite G, Wilmington, NC 28403

Saturday, September 28th 9am

Tuesdays, October 1st & 8th (2-nights) 6:30pm

Brunswick Community College – Main Campus

50 College Road, Bolivia, NC, 28422

Building, B – Room B-106

Mondays, October 21st & 28th (2-nights) 6:30pm