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Monday, November 28, 2016 through
Wednesday, January 25, 2017


Location will be provided after registration

Basic Skills for Retirement Planners




Mondays and Wednesdays, November 28, 2016 to January 25, 2017


6:00 p.m.–8:00 p.m.

About the Course

Retirement Planning.  Everyone hears about how important it is beginning from when we first enter the job market.  But how many people really get serious about retirement planning at an early age?  You may have done some planning on your own; perhaps you are ahead of the curve.  Nevertheless, there is a growing number of people that struggle with retirement planning and require the need of professionals to have their issues addressed. By taking this course and working with our instructor, you will learn key elements of the retirement planning process.  Learn to estimate financial need following retirement, develop a plan for securing future income, and learn to manage the nest egg.  You will also learn the fundamentals of estate planning, and gain insight into implications of the tax code after your work years are over.  Once you have completed this course you will have learned the basics for securing a productive, positive retirement and have developed the skills to help others.

Refund Policy: Students can receive a refund for up to 2 weeks from start of the course

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» Register for this Retirement Planners course

Coronavirus Update: As New York is on a "pause" for social distancing purposes, all in-person events for the next several weeks have been converted to online, postponed or canceled. Please check this page as information will be updated as possible—and call ahead before any upcoming in-person events until further notice. Thanks. 

For further information, please contact:

Continuing Education and Professional Development Programs
p – 516.877.3412 
e –