Retirement Planning Today®

An Informational Course for Adults at or nearing retirement


Learn how to:

  • Determine the amount of money you need to retire
  • Create your own goals for a “successful retirement”
  • Eliminate debt and improve cash flow
  • Properly convert your IRA to a Roth IRA
  • Select the retirement plan distribution choice that is right for you
  • Plan your retirement income in preparation for a comfortable standard of living
  • Transfer the risk of potential financial losses before or during retirement
  • Reduce or eliminate taxes, expenses, delays and legal challenges with legacy planning

Registration fee: $49

There are no upcoming events at this time.
Please check back again soon.


Investment advisory services offered through Wealth and Retirement Investments, Inc. a Registered Investment Advisor in the state of TN. Insurance products and services are offered through Wealth and Retirement Strategies, Inc. Wealth and Retirement Investments, Inc. and Wealth and Retirement Strategies, Inc. are affiliated companies.

Wealth and Retirement Investments, Inc. and Wealth and Retirement Strategies, Inc. have strategic partnerships with Verble Estate Preservation & Advisors, LLC, Synergy Insurance Group and Accountants and Business Advisors. They are unaffiliated companies.