Retirement Planning Today - Page 6

 Rolek Retirement Strategies Retirement Course instructed by Kyle Rolek



WHAT

 Y OU

  R ECEIVE

 

Classroom

 Instruc.on

 

Retirement Planning Today® is both entertaining and informative.

Classroom sessions are instructed by a qualified financial

professional who enhances the presentation with stories of real-life

experiences. Attendees enjoy the interactive lecture format where

participation and questions are encouraged but not required.

Course

 Textbook

 

Discover

more about

planning a

secure

retirement

than most

people learn

in a lifetime.

This course includes a financial planning and retirement workbook

with examples and illustrations, which is yours to keep. It helps you

follow along with the classroom presentation and also contains

valuable bonus worksheets.Written in easy-to-understand terms,

your workbook helps you learn more about the financial concepts

discussed in class, provides a step-by-step process to apply your

knowledge and becomes a useful reference tool after the course is

complete.

Objec.ve

 Educa.on

 

Unlike financial seminars that focus on a specific topic, this

comprehensive course helps you see the“big picture.” It examines

many aspects of personal finance and how they can work together

to create an integrated retirement plan.This course is educational

and non-commercial. No specific financial products are discussed or

sold.

Op.onal

 Consulta.on

 

If you have financial questions that are personal in nature or relate

to specific financial products, you may arrange to meet privately

with your instructor after the course is complete.This consultation is

complimentary for class attendees but is not required.

Your

 Instructor

 

Your instructor is Kyle Rolek, CFP® an Investment Adviser

Representative with Rolek Retirement Strategies, a Registered

Investment Advisor.

–6–Retirement Course Registration





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