An engaging educational course teaching you how to build a comprehensive plan for retirement.

During this course, you will learn the keys to building a successful retirement blueprint. You will hear about the do’s and don’ts of retirement. Upon completion of this course you will know potential strategies to utilize to enjoy a peaceful retirement. 


Who Should Attend?

If you are near or in retirement this course will provide you with tools to implement in your retirement planning. Whether your question is related to Social Security, taxes before or after retirement, investments, Medicare or estate planning, we will provide content helpful for you. It will be time well spent.

What You Will Learn

  • If you are saving enough for retirement

  • How to decide the best method of taking out your money at retirement

  • If you have the core estate documents in place

  • Options for taking Social Security benefits

  • Ways to mitigate taxes before and after retirement

  • How to align your investments to meet your income needs in retirement

  • The keys to making decisions about Medicare

What You Will Receive

  • 3.5 hours of classroom instruction from a Certified Financial Planner TM

  • Retirement Planning Guidebook with over 140+ pages to reference after the class

  • Objective education with no products or sales pitches

 
Instructor Image

Your Instructor–Chris Knight

Chris Knight is a CERTIFIED FINANCIAL PLANNER™ professional and serves as Managing Director & Senior Wealth Advisor for Cornerstone Wealth Planning. Chris has assisted hundreds of clients over the past decade with their Financial Planning needs. He has been featured on WCNC, WSOC, The Charlotte Observer, The Chicago Tribune and The Wall Street Journal.

Chris is active in the community, serving on the Board of Directors for Campus Outreach, The Men of Courage Foundation and as a Deacon at Christ Covenant Church in Matthews, NC.

The information, suggestions, and recommendations included in this material is for information purposes only and cannot be relied upon for any financial, legal or insurance purchases. Cornerstone Planning, LLC (d/b/a Cornerstone Wealth Planning) is a Registered Investment Advisor. No specific advice is being provided. All content is educational in nature.

The information, suggestions, and recommendations included in this material is for information purposes only and cannot be relied upon for any financial, legal or insurance purchases. Cornerstone Planning, LLC (d/b/a Cornerstone Wealth Planning) is a Registered Investment Advisor. No specific advice is being provided. All content is educational in nature.