Retirement Education Course
Registration Open for Classes at
Indiana Wesleyan University
(Indianapolis North Campus)
An Educational Course for Adults – Ages 50-75
Or Call: 1-800-235-0276
This Class Is Designed Specifically For:
  • Individuals who are retired or will be retiring within the next 10 years.
  • Individuals looking for proper retirement education and knowledge that is not available in most schools and universities.
  • Investors looking for the most up-to-date and accurate information about taxes, healthcare, income and estate planning as well as unbiased information about how investments and the markets really work, and not the standardized information shared by large brokerage houses, banks and Wall Street firms.
  • Current and future retirees who are concerned about the future of U.S. tax rates and trends.
Why this class is important…

Today’s retirement landscape is vastly different from decades past. With constant tax law changes, an uncertain future for health care and Social Security, the shift toward employee-directed retirement plans, and the probable onset of widespread changes in the U.S. government, the need for sound retirement strategies has never been greater.

Course Design
This course is designed to deliver comprehensive and up-to-date information, education and knowledge to help you properly prepare for and maintain a successful retirement plan in today’s world. There are so many different and important decisions to make when planning for your retirement. Thus, proper information, knowledge, and education are key. This course focuses on your specific retirement-planning questions and concerns.
Class Attendee Comments
“The class was informative, organized, well presented, held my attention and was well worth the time. Several issues were brought to light that we had not considered. I highly recommend the class.” – Karen G
“This course is tremendously valuable as retirement education is lacking in America as it is not taught in colleges and through employers.” – Mark K.
“Really excited about the class and things we learned; being able to put a plan together.” – Chris P.
“This is the exact education and information I have been looking for my whole life. This course needs to be made available in every city.” – Evelyn M.
“This course covered topics no one has ever discussed with me before. ” – Benjamin J.
“The quality of information and education provided by this course is excellent. Plus, it is presented and explained in easy-to-understand terms and examples. I highly recommend this class to anyone who cares about their retirement plan.” – Julie C.
Current 2024 Indiana Course Location
Indiana Wesleyan University North Campus
3777 Priority Way S. Dr. Indianapolis, IN 46240
Tuition $49.00
Two Indianapolis Class Time Opportunities.
Course Outline
  • Yesterday’s vs. today’s retirement planning
  • New retirement opportunities
  • Identifying your values, goals, objectives and desires
  • The retirement-planning process
  • How much will you need in order to retire?
Tax Implications During Retirement
  • How different types of retirement assets and incomes are affected by taxation
  • The impact and effect that rising tax rates could have on your assets and cash flow in retirement
  • How much of your retirement savings accounts do you really own?​
  • What deductions will you lose in retirement?​
  • Could you possibly face a higher tax bracket in retirement?​
  • Tools and strategies to help reduce, minimize and/or eliminate taxes in retirement ​
Health Care And Insurance In Retirement
  • How to determine the proper levels of insurance and protection in retirement
  • Health insurance, Medicare, and Medicare supplements
  • Long-term care and life insurance details and protection options​
The Secure Act And Cares Act
  • Details of the new Secure Act and Cares Act Law, and how they can affect your retirement plan
  • New required minimum distribution ages and Stretch IRA rules
  • How to minimize the taxation effects of these laws for your heirs
Introduction to Today’s Planning World
  • How to transfer assets based upon your wishes
  • Estate tax and other tax implications
  • Wills, trusts and legal documents
  • How living trusts work
  • What is probate and do you need it?
  • IRA Inheritance Trust
  • Selecting power of attorney
Wealth Management And Investment Objectives
  • Retirement goals and time horizon
  • Types of investment risks
  • Types of investment strategies
  • Effects of market volatility in retirement
  • Cash accounts, bonds, stocks, mutual funds
  • Exchange-traded funds (ETFs)
  • Tax-deferred annuities
  • Structured notes
  • Market-linked FDIC-insured CDs​
Income Planning
  • How to properly draw income from your nest egg
  • The impact of taxes and inflation
  • Longevity risk and sequencing risk
  • Social Security maximization – how and when to elect
  • Employer-sponsored retirement plans
  • Required minimum distributions (RMDs)
  • Case studies
  • Traditional IRAs, Roth IRAs, Roth conversions
  • Strategies to maximize income and minimize taxes
  • Direct vs. indirect rollovers
  • Multi-generational and inherited IRAs
Wills, Trusts, Estate And Legacy Planning
Course Workbook and Class Materials
Or Call: 1-800-235-0276
Your tax-deductible payment of $49 includes tuition for two classes, course workbook and class materials. They are designed to follow along in class and written in easy-to-understand terms with examples and illustrations to help you learn more about the financial concepts being discussed. Together, the workbook and class materials provide a step-by-step process for applying your knowledge and will become a useful reference tool after the completion of the course. THESE ARE YOURS TO KEEP!