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Retirement Can Still Happen workshops

The Jones Stewardship Group, a Registered Investment Advisory Firm (RIA)

Instructor Information

General Information

Description

This course is the advance comprehensive level program within the Adult Retirement series. Participants are given a solid understanding of Traditional Individual Retirement Accounts, Self-Directed Retirement Accounts, Roth Retirement Accounts, Company 401k Plans, company 457 Plans, understand the basics of stocks, understanding the basics of bonds, Balancing your Retirement portfolio, and understanding Risk and Returns.

Expectations and Goals

Upon completion of this four (4) hour course, the student would be able to identify all intermediate to advance financial concepts concerning their retirement plan.

Course Materials

Required Materials

  • Note book (preferably a composition book), pencil and pen.
  • All Company retirement documents

Optional Materials

  • None

Required Text

  • Will be provided

Course Schedule

Class Number Title Description Hours
JSG401 Retirement Planning 4.0

Class Schedule

Date Subject

Additional Information and Resources

N/A