Conservative Retirement Planning: CBRVWCC0505

  • May 5, 2018
    10:00 am - 4:00 pm


  • rich
    Bryan Rich
    Bryan Rich is an instructor for Adult Financial Education Services. He is also President of Secure Financial Group, Inc., (SFG) of Roanoke, Virginia. He has over 23 years experience in the financial industry…

This course provides a fundamental working knowledge of the principles of conservative retirement planning. The materials cover varied aspects of conservative retirement planning, such as changes in planning paradigms, history of markets, impact of bear markets, retirement budgeting, planning for Social Security, and more, while highlighting the ABC Planning Model. Students will increase their awareness of the overall risk in the markets as well as possible asset allocation models to help manage exposure to risk. This course also covers conservative retirement income planning, asset allocation, and appropriate financial decisions. It is not designed to give specific solutions to individual needs.

This is not a financial seminar; this is a financial course of study where you will leave with the knowledge and confidence to make financial decisions suited to your level of risk and in line with the goals and objectives you establish.

Saturday, May 5th 

9:00 Am – 3:00 Pm

*1 hour lunch beginning at 11:30 Am




3094 Colonial Avenue, #N-101, Roanoke, Virginia, 24015, United States

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