Financial Strategies for Successful Retirement Seminar

Hodges Connect Hodges Connect

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Seminar Dates

  • Three course seminar
  • February 9th, 16th, 23rd
  • 6 - 8 PM, held at Hodges University
  • Finance Lab, Building H, Room 362

Program Cost

  • Total cost: $75
  • You can bring a spouse or friend for free
  • Learning Resource Included: One Financial Strategies for Successful Retirement Workbook provided, additional workbooks can be purchased for $25
  • There is a cancellation fee of $25

About the Seminar

Financial Strategies for Successful Retirement is a 3 class series that focuses on how you may prepare for a comfortable retirement. This informational seminar introduces you to concepts and strategies that may help you handle your day-to-day finances, potentially reduce your taxes, and manage your investments. What's more, it will discuss how you can assess your current financial situation and develop a personalized plan that may help you pursue your long and short-term financial goals. Financial Strategies for Successful Retirement focuses on important financial issues and concerns you may face today and in the future. Proper planning may help you prepare for a comfortable financial future.

Hodges Connect Retirement Seminar

Seminar Agenda

  • Financial Basics
  • Retirement Income
  • Risk Management
  • Investments
  • Estate Planning

This course will help you:

  • Understand the management of your investments
  • Understand strategy to help protect assets from inflation
  • Consider retirement lifestyle options
  • How to utilize a 401(k) and IRA to save for retirement
  • Strategies to protect wealth and assets
  • How to take retirement plan distributions
  • Provide a legacy for your family and heirs

Your Instructor, Esai Ferguson

Financial Strategies for Successful Retirement is presented across North America by financial services professionals. Your local instructor is Esai Ferguson, a Certified Financial Planner™ and professional. He operates his private practice, Investment Concepts, and has been working in the financial services industry for six years.

Investment Concepts
Esai Ferguson

Esai Ferguson, CFP®
Investment Concepts
Wealth Consultant
(813) 451-0633
esai.ferguson@lpl.com

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