The course consists of two two-hour sessions held on Tuesdays or Thursdays. The tuition is only $39 and includes a 143-page workbook, which makes it easier to understand the concepts discussed in class and will serve as a convenient reference tool after the course. You may bring a spouse or guest at no additional charge.

You will learn how to:

• Identify the primary threats to your retirement savings.
• Plan your retirement income to preserve a comfortable lifestyle.
• Afford and enjoy travel, hobbies, sports, crafts, socializing, business ventures, and lifelong learning.  
• Align your investments with your attitude, risk tolerance, and objectives.
• Apply strategies designed to increase Social Security retirement benefits.
• Calculate whether you should convert your IRA to a Roth IRA.
• Maximize tax efficiency of withdrawals from mutual funds and IRAs.
• Evaluate and plan for health care, long-term care, incapacity, and end-of-life decisions. 

Course Instructor: Daniel J. Murphy, CFP® 

Dan is a CERTIFIED FINANCIAL PLANNER™ and an active participant in the Financial Planning Association and the Certified Financial Planner Board of Standards. Securities advice is offered through LP Financial, Member FINRA/SIPC.Investment Advice offered through Murphy Wealth Management Group, Inc., a Registered Investment Advisor and separate entity from LPL Financial.