Principles of Retirement Planning: PRPBRRHEC0402

Event Phone: 833-879-4955

  • April 2, 2020
    6:00 pm - 9:00 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 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.

Learn important rules that affect the amount of retirement benefits you collect, as well as strategies for coordinating Social Security with other sources of retirement income!

April 2nd

(Room 408 (nex to Hotel Roanoke) – Convenient Parking in lot right across from main entrance off Centre Ave.)


108 N Jefferson Street, Roanoke, Virginia, 24016, United States

Comments are closed.