RTD Benefits

The Fundamentals of Financial Planning
(The Journey to Financial Success)

Do you have your ‘financial house’ in order? This class helps you overcome the financial ‘blind-spots’ that sabotage financial security. You will learn how to calculate your future retirement needs, and how to implement strategies to achieve your goals. The course material includes six financial keys which are critical for achieving financial success. The class comes complete with a 100 page workbook, filled with “hands-on” worksheets to help each individual personally apply this important financial planning material to their lives. Also included is information regarding wills, trusts, taxes, company benefits, insurance and everything else you need to create a holistic plan for you financial life.

Offered at District Shops Mezzanine, July 2nd and 9th from 2pm to 4pm. Contact E,T & D to enroll.