Rollins College
Free Tickets Available
Wed, 04 Jun, 2025 at 06:00 pm - Thu, 05 Jun, 2025 at 08:30 pm (GMT-04:00)
Rollins College
1000 Holt Avenue, Winter Park, United States
Due to paid parking fee, this is a FREE 2-night course. Parking will cost no more than $10.
Hey there! Are you ready to start planning for your retirement but not sure where to begin? Join us at Retirement Planning University at Rollins College where we will cover everything you need to know to start preparing for your golden years. From investment strategies to healthcare options, we've got you covered!
Date: 2 nights // June 4th & June 5th
Time: 6:00 PM
Location: Rollins College - Faculty Club
Come join us for a fun and informative evening of retirement planning. See you there!
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Why you should attend Retirement Planning University:
If you’re like most people in or near retirement, you probably get invited to “free dinner seminars” all the time.
This. Is. Totally. Different.
Retirement Planning University is a non-profit designed to provide far more value than the regular dinner seminar. You’ll get real in-depth training on all the retirement planning topics you need in an educational environment, without the high-pressure pitch!
Retirement Planning University will cover specific topics such as 401(k)s, IRAs, brokerage accounts, taxes, health care, estate planning, etc., but specific financial products will NOT be discussed. The class will be taught by a qualified financial professional who will enhance the learning experience with real-life examples. Along with the 2-night course we invite you to have a complimentary Strategy Session with a trusted advisor.
Discover which of the 567 ways to claim will get you the most from your hard-earned benefits
Learn ways you can reduce or eliminate market losses, and discover the truth about “buy and hold”
See how you may be able to reduce your #1 lifetime expense, taxes, with today’s unique tax-planning strategies
Understand the process that ensures your assets stay with your family (not the IRS and the courts)
Get clear on your retirement healthcare options without buying expensive Long Term Care insurance
Create an income plan to help you avoid what most Americans fear: Running out of money in retirement
Looking for upcoming events in your area?
Navigate to the Retirement Planning University Eventbrite Page for a list of all scheduled events.
Want to join us in the future?
Follow the Retirement Planning University Eventbrite Page to receive timely updates on newly posted events.
Can't find an event in your area?
Reach out to us!
One of our representatives will be happy to assist you!
Looking for more info about Retirement Planning University?
Find us at www.retirementplanninguniversity.com for all things RPU!
Info: Investment Planning, Estate Planning, Tax Planning, and a Q+A Session. Learn from one of the experienced financial advisors at Strategic Wealth Designers, a financial firm with fiduciary duties, with decades of experience helping families. They will make it simple and guide you through the basics of planning for your retirement.
Info: Income Planning, Costly Mistakes You Can Avoid, Advisor Secrets, and Putting It All Together. You're going to learn how to avoid the costly mistakes made by non-professionals. Then we'll put it all together. For some, that's where the journey will end. For others eager to put a plan in place, you'll be able to set up a one-on-one strategy session.
Also check out other Workshops in Winter Park, Arts events in Winter Park, Health & Wellness events in Winter Park.
Tickets for Retirement Planning University - Rollins - June 2025 can be booked here.
Ticket type | Ticket price |
---|---|
Early Bird - Free Course Tuition | Free |
Early Bird - Free 2-for-1 Tuition | Free |
We have gathered all the information for you in one convenient spot, but please keep in mind that these are subject to change.We do our best to keep everything updated, but something might be out of sync. For the latest updates, always check the official event details by clicking the "Find Tickets" button.