Due To The Coronavirus We Have Changed The Dates To The Following Options

Tuesday Course Option

DATE/TIME

Tue, Sep 15th, 2020
Tue, Sep 22nd, 2020
6:30pm - 9:00pm

Wednesday Course Option

DATE/TIME

Thur, Sep 17th, 2020
Thur, Sep 24th, 2020
6:30pm - 9:00pm

Educational Retirement Course

Being Conducted at

Seminole State College

Sanford/Lake Mary Campus

Discover what retirees are doing now to protect their assets and how you can walk away with a financial blueprint for your retirement
Limited seating available

Educational Retirement Course

Being Conducted At The

Seminole State College

Sanford/Lake Mary Campus

Discover what retirees are doing now to protect their assets and walk away with a financial blueprint for your retirement
Limited seating available
Here's What You'll Learn
With constant tax law changes, an uncertain future for Social Security, the shift toward employee-directed retirement plans, and the probable onset of widespread changes in the U.S. government, the need for sound retirement strategies has never been greater. Today’s retirement landscape is vastly different from decades past. Retirees today demand capital preservation with growth for income NOW and in the future. Risks are abundant: sequencing risk, longevity risk, healthcare risk, inflation risk, and market risk being among the many. This course is designed to deliver comprehensive and up-to-date information, education and knowledge to help you properly prepare for and maintain a retirement plan in today’s world.
  • How today’s retirement world is different from the past and how to properly prepare for and maintain a retirement plan in today’s global and ever changing financial world
  • Tax Planning – first learn how the tax system works and all the different types of taxes in retirement. Then learn the different ways and strategies to reduce or eliminate these taxes and become as tax efficient as possible
  • Wealth Management – investing in retirement is different than in your working years. Learn how markets work and the effects of volatility on a retirement plan and the different investment philosophies available
  • Legal Documents – learn how to properly plan your estate through the use of wills, trusts and other legal documents
  • ​Income Planning – learn how to develop the proper income distribution plan and then draw from that plan in the most proper way to ensure maximum lifetime income with minimal tax
  • Social Security – learn how the Social Security system works, potential changes coming to the system and the strategies available as to how and when to elect your benefits
  • Health Care and Risk Management – learn detailed information on health care, Medicare, life insurance and long-term care to help protect your retirement
Here's What You'll Learn
With constant tax law changes, an uncertain future for Social Security, the shift toward employee-directed retirement plans, and the probable onset of widespread changes in the U.S. government, the need for sound retirement strategies has never been greater. Today’s retirement landscape is vastly different from decades past. Retirees today demand capital preservation with growth for income NOW and in the future. Risks are abundant: sequencing risk, longevity risk, healthcare risk, inflation risk, and market risk being among the many. This course is designed to deliver comprehensive and up-to-date information, education and knowledge to help you properly prepare for and maintain a retirement plan in today’s world.
  • How today’s retirement world is different from the past and how to properly prepare for and maintain a retirement plan in today’s global and ever changing financial world
  • Tax Planning – first learn how the tax system works and all the different types of taxes in retirement. Then learn the different ways and strategies to reduce or eliminate these taxes and become as tax efficient as possible
  • Wealth Management – investing in retirement is different than your working years. Learn how markets work and the effects of volatility on a retirement plan and the different investment philosophy’s available
  • Legal Documents – learn how to properly plan your estate through the use of Wills, Trusts and other legal documents
  • ​Income Planning – learn how to develop the proper income distribution plan and then draw from that plan the most proper way to ensure maximum lifetime income with minimal tax
  • Social Security – learn how the Social Security system works, potential changes coming to the system and the strategies available as to how and when to elect your benefits
  • Health Care and Risk Management – learn detailed information on health care, Medicare, life insurance and long-term care to help protect your retirement
Here's What You'll Receive
  • Objective Education & Instruction: Unlike financial programs that focus on a specific topic, this comprehensive course will help you see the "big picture". It examines many aspects of personal finance and how they can work together to create a complete game plan for retirement. 
  • Course Workbook and Class Materials: Each class participant will receive a 282 page course workbook and class materials which include examples and illustrations to help educate you on retirement. They're designed to help you follow along in class, and they are written in easy to understand terms to help you learn more about the financial concepts being discussed. Together, the workbook and class materials provide a step-by-step process to apply your knowledge and will become a useful reference tool after the completion of the course. THESE ARE YOURS TO KEEP.
  • Opportunity for Personal & Customized Retirement Planning: If you have financial questions that are personal in nature, you will have the opportunity to arrange a complimentary lab session with your instructor after the course is completed. This visit is complimentary for class participants and is not mandatory.
Here's What You'll Recieve
  • Objective Education & Instruction: Unlike financial programs that focus on a specific topic, this comprehensive course will help you see the "big picture". It examines many aspects of personal finance and how they can work together to create a complete game plan for retirement. 
  • Course Workbook and Class Materials: Each class participant will receive a course workbook and class materials which include examples and illustrations to help educate you on retirement. They're designed to follow along in class and written in easy to understand terms to help you learn more about the financial concepts being discussed. Together, the workbook and class materials provide a step by step process to apply your knowledge and will become a useful reference tool after the completion of the course. THESE ARE YOURS TO KEEP.
  • Opportunity for Personal & Customized Retirement Planning: If you have financial questions that are personal in nature, you will have the opportunity to arrange a complimentary lab session with your instructor after the course is completed. This visit is complimentary for class participants and is not mandatory.
Register Today!

282 Page Course Workbook and Class Materials

Your payment of $49 includes tuition for two classes, your 282 page course workbook and class materials. They are designed to help you follow along in class, and they are written in easy to understand terms with examples and illustrations to help you learn more about the financial concepts being discussed. Together, the workbook and class materials provide a step-by-step process to apply your knowledge and will become a useful reference tool after the completion of the course. THESE ARE YOURS TO KEEP.

Your Details:

Your Guest's Name - Bring a spouse or guest, included with your registration.

Select Course Dates

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Seating is limited, so make sure to RSVP today to confirm your spot for this class.

Two Course Options to Choose From

Seminole State College
Sanford/Lake Mary Campus
Building: UP / Room: 1206-A
 100 Weldon BLVD.
Sanford, FL 32773

Tuesday Course Option

DATE/TIME
Tue, Sep 15th, 2020
Tue, Sep 22nd, 2020
6:30pm - 9:00pm

Wednesday Course Option

DATE/TIME
Thur, Sep 17th, 2020
Thur, Sep 24th, 2020
6:30pm - 9:00pm
COURSE INSTRUCTOR
Nicholas A. Royer, MRFC®
COURSE INSTRUCTOR
Jerry Royer, RFC®

Two Course Options to Choose From

Seminole State College
Sanford/Lake Mary Campus
Building: UP / Room: 1206-A
 100 Weldon BLVD.
Sanford, FL 32773

Tuesday Course Option

DATE/TIME
Tue, May 19th, 2020
Tue, May 20th, 2020
6:30pm - 9:00pm

Wednesday Course Option

DATE/TIME
Wed, May 20th, 2020
Wed, May 27th, 2020
6:30pm - 9:00pm
COURSE INSTRUCTOR
Nicholas A. Royer, MRFC®
COURSE INSTRUCTOR
Jerry Royer, RFC®

Map of Course Location

CUSTOM JAVASCRIPT / HTML

Map of Course Location

CUSTOM JAVASCRIPT / HTML
The Prepare Institute is recognized by the IRS as a 501(c)3 non-profit educational institution that provides retirement planning courses and classes nationwide. Our instructors are licensed and trained financial professionals with a minimum of 5+ years of real-world experience in their field. The Prepare Institute courses do not promote or endorse any specific products or companies, and no selling is allowed. The Prepare Institute educational courses are for general, non-commercial, education only and are not intended to be construed as tax, legal or financial advice. Attendees should seek the assistance of a financial and tax professional familiar with the course material prior to implementing any of the principles and strategies taught or discussed in the course.  
This event is not affiliated with Seminole State College of Florida
By submitting your registration, you agree to our Privacy Policy.
The Prepare Institute is recognized by the IRS as a 501(c)3 non-profit educational institution that provides retirement planning courses and classes nationwide. Our instructors are licensed and trained financial professionals with a minimum of 5+ years of real-world experience in their field. The Prepare Institute courses do not promote or endorse any specific products or companies, and no selling is allowed. The Prepare Institute educational courses are for general, non-commercial, education only and are not intended to be construed as tax, legal or financial advice. Attendees should seek the assistance of a financial and tax professional familiar with the course material prior to implementing any of the principles and strategies taught or discussed in the course.  
This event is not affiliated with Seminole State College of Florida
By submitting your registration, you agree to our Privacy Policy.