Principles of Retirement Planning: PRJCPL0319

Event Phone: 833-922-1031

Details Price Qty
Attendee + Workbook

This ticket is required and must be purchased.

$0.00 (USD)  / bundle 
Guest + Extra Workbook $0.00 (USD)  
Guest and no Extra Workbook $0.00 (USD)  

  • March 19, 2020
    6:30 pm - 8:00 pm


  • Rodney Jarrell
    Rodney Jarrell, CPA, CFP®, IAR is President of Lakeview Financial Solutions located in Carrollton, TX. For over 35 years, Rodney has helped clients with their financial and retirement needs. As a CERTIFIED FINANCIAL PLANNER™ professional, his major focus in his practice is working with people preparing for retirement.

This course provides a fundamental working knowledge of the principles of conservative retirement planning as they apply to 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, aspects of financial decisions, and more. 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 planning, 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.

March 19th


4220 North Josey Lane, Carrollton, Texas, 75010, United States

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