Class Dates
Retirement Planning Today® — An Educational Course for Adults Age 50-65
Due to recent tax law changes, an uncertain future for Social Security and the shift toward employee-directed retirement plans, the need for sound financial strategies has never been greater. In straightforward language, this class explains strategies that help you to make informed financial decisions. Whether your objective is to build a nest egg, preserve your assets or maintain your lifestyle throughout retirement, this course helps you plan your future with confidence. By attending Retirement Planning Today®, you learn about the many ways to save for retirement as well as the advantages and disadvantages of each. You discover how to save money on taxes, manage investment risks and preserve your assets from potential long-term health care expenses. Above all, this course shows you ways to assess your financial situation and develop a personalized plan to help achieve your retirement goals.
Retirement Planning Today® contains something for everyone. We address financial issues that pertain to the self-employed as well as employees of corporations and government agencies. The course is designed to teach you how to build wealth and align your money with your values to accomplish your goals in life. Whether you plan to retire 20 years from now or have just recently retired, the information you learn in this class can deliver rewards throughout your lifetime.
Retirement Planning Today®
Upcoming Class: Broward College
Broward College
Willis Holcombe Center
111 E Las Olas Blvd, Room 310
Ft. Lauderdale, FL 33301
Tuesday Sept. 26 & Oct. 3rd 9:00am to 12:00 pm
Thursday Sept. 28 & Oct. 5 6:30 pm to 9:30 pm
Seats are going fast!
➡️ REGISTER HERE ➡️
https://rpt.rsvp.courses/Register/CourseInfo?id=BJ2J2V
CRN202510-4047767
Jeffrey R. Rotman is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Supervisory Office: 1000 Corporate Drive Suite 700 Fort
Lauderdale FL 33334-3638 (954) 938-8800. Rotman & Associates is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies CRN202510-4047767
Retirement Planning Today® Upcoming Class: FIU
FIU Miramar
1930 SW 145th Ave Miramar, FL 33027
Room: TBD
Saturday October 7 & 14, 9:00am to 12:00 pm
Thursday October 12 & 19, 6:30pm to 9:30pm
Seats are going fast!
➡️ REGISTER HERE ➡️
https://rpt.rsvp.courses/Register/CourseInfo?id=8YMAHV
CRN202510-4047767
Jeffrey R. Rotman is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Supervisory Office: 1000 Corporate Drive Suite 700 Fort
Lauderdale FL 33334-3638 (954) 938-8800. Rotman & Associates is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies CRN202510-4047767
Alisha Haste
AHaste@mycoastalwealth.com
Jeff Rotman
Jrotman@financialguide.com
Kristina Bergman
kristinabergman@mycoastalwealth.com