Financial Strategies for Successful Retirement

Financial Strategies for Successful Retirement teaches you how to better manage your money so you can enjoy your retirement. You’ll learn to assess your current financial situation and develop a personalized plan to reach your retirement goals. After attending the course, you’re entitled to a personal retirement planning consultation.

The major topics we’ll cover in this comprehensive class include financial basics, retirement income, investments, risk management and estate planning.

Our class will also give you strategies to answer:

  • How much money will I need?
  • Can I retire early?
  • How can I minimize my taxes?
  • How will I manage my plan?
  • How important is it to plan my estate?

Our instructors, from the Cornell/Nicholson team at UBS Financial Services, member of FINRA and SIPC, draw upon real-life experiences with numerous clients and are licensed in the areas of investment securities and insurance.  Meet the instructors >>

Spring 2017 COURSES

Tuesdays -- April 18, 25, May 2, May 9
Thursdays -- April 20, 27, May 4, May 11
Tuesdays -- May 16, 23, 30, June 6
Thursdays -- May 18, 25, June 1, June 8

All class times are 6:30–8:30 p.m.

Course Agenda

Financial Basics

• Retirement income: perceptions and reality
• Nine reasons people fail financially in retirement
• Using credit wisely
• Making your money last

Your Retirement Income

• Sources of retirement income
• Social Security and you
• The value of tax-deferred contributions
• Personal retirement plans
• Traditional IRAs
• Roth IRAs
• Taking money out of employer retirement plans


• Emergency reserves
• Stocks
• Mutual funds
• Tax-deferred annuities
• Asset allocation

Risk Management

• Ways to manage risk
• Health insurance and Medicare
• Long-term care
• Company benefits
• Types of life insurance

Estate Planning

• Importance of estate planning
• Distributing assets at your death
• Joint ownership
• Trusts
• Wills
• Probate
• Taxes and your estate

Individual Retirement
Planning Consultation

Everyone who attends this course is entitled to
a personal retirement planning consultation
after the course.

Contact Us

Special Programs and Continuing Education

300 College Park 
Dayton, Ohio 45469 - 7011

Phone: 937-229-2605; FAX: 937-229-3500