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Foundation for Retirement


Adults / Future & Financial Planning -
2024 Fall

Two-day course that covers all personal finance topics related to retirement: income, living expenses, inflation, taxes, insurance (Medicare, long-term care, life insurance, etc.) estate planning and investment strategies. A course book is included that attendees can keep and follow along with throughout the course. 

As part of the class, case studies and real world scenarios are offered to help attendees apply each topic to their own personal situation. 

Registration includes one workbook. Guest/spouse included in registration at no cost.

Instructor: Matt Gulbransen and Joel Baumgarten CFP, Pine Grove Financial Group

 October 2024 
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  Matt Gulbransen


District Education Center : Rm 103 - Community Room
Tue Oct 8 & Tue Oct 15
6:00 - 8:30 PM

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Price: $ 49 00