Retirement planning workshop offered by WCU

December 13, 2016

Retirement Planning Today
Commit to Your Future in the New Year!
January 2017
WCU at Biltmore Park, Asheville
Retirement Planning Today contains something for everyone. You went to school to prepare for your career. Now it’s time to prepare for your retirement. This course is held on two evenings during the week, and participants attend one of the two sessions listed below.
Whether you plan to retire 20 years from now or have just recently retired, the information you learn in this class can deliver rewards throughout your lifetime. You’ll learn how to build wealth and align your money with your values to accomplish your life goals. Instructors Joel Kelley and Jacob Sadler will address financial issues that pertain to the self-employed as well as employees of corporations and government agencies. They will deliver comprehensive, objective information to help you achieve your most important financial goals including:
  • Income tax planning
  • Retirement income and expenses
  • Risk management
  • Investment management
  • Estate planning
  • Retirement lifestyle planning
  • Goal setting
  • Retirement roadblocks and mistakes
Register for one of the two sessions offered below.
Cost: $59 (Per Couple)
Session I. Wednesday and Thursday, January 25 and February 2, 2017
Session II. Tuesday and Wednesday, January 31 and February 7, 2017
Location: WCU at Biltmore Park, Asheville, NC
Instructor Bio: Joel Kelley, CFP®
Joel Kelley is a Certified Financial Planner practitioner and has been a fiduciary financial advisor professionally since 2003.  Mr. Kelley also has a background in teaching, and holds a Master’s degree in Education.
Instructor Bio: Jacob Sadler, CFP®
Jacob Sadler is a Certified Financial Planner practitioner and has been in the field of personal finance since 2011.  Mr. Sadler enjoys teaching as well, and believes that education is an integral part of reaching any goal.
For more information email or call 282-227-7397