Retirement and Finance Workshops

Pre-Retirement Cash Flow Planning - Financial Planning: The First 30 Years

This course is designed to help you gain a clear picture of your current financial situation and make sure decisions correctly align with your retirement goals. You will learn a system for developing and managing a financial plan during the working years to balance future quality of life with your job/career goals. It is an experiential approach done by personalizing the financial decision-making process that helps you connect the economic principles of scarcity, opportunity costs and productivity to your own finances. This class is offered in partnership with Cygnet Institute.