Course Description

Instructor: Brenda Dozier, PhD, CDFA

Like physical fitness, financial fitness is the product of a continual process. You won’t achieve it overnight or by happenstance, but you will accomplish total fitness in retirement by making responsible decisions on a daily basis, working hard and adhering to a well-crafted plan. This class is geared to get you in the best financial shape possible by giving you the tools needed to design a retirement plan that is customized just for you. Financial workouts will be provided that will help you understand your current fitness level, your “money personality type�, and your risk tolerance. We will employ exercises that will remove the roadblocks that have prevented you from improving your financial fitness. An instant “x-ray� will give you your current investment holdings and determine if they are the right investment mix for your retirement plan. In addition, phased retirement solutions and tax-efficient strategies will be included to insure your plan offers the flexibility to meet life’s challenges. Leave this class knowing you have a retirement plan that will allow you to stay on track and live the life you choose to live!