Take a Retirement Class or Workshop this Fall…Know More & Have More

To help combat Retirement Literacy (our ongoing mission), Your Retirement Advisor “University” is offering several class and workshops this Fall.

In a recent American College survey/quiz, retirement literacy was put to the test…here’s a quick look at the results:

  • Retirement literacy remains low – 74% failed the 38-question retirement literacy quiz!
  • Roughly 5% of respondents scored a B or higher (80%+).
  • 47% correct was the average score (mean & median).
  • Retirement literacy improved slightly from 2014. 81% failed in 2014

You can take the quiz here and see how you compare to these results, as well as read the full report.

Our classes and workshops provide a wealth of valuable information on important retirement topics. We truly believe that knowing more means having more, and we encourage everyone planning for retirement to seek out research-backed education for better decision making and better retirement outcomes.

Fall offerings:

2-night, 6 hour Your Retirement Advisor planning course at Worcester State University, Worcester, MA and Middlesex Community College, Bedford, MA in October and November.

  • This course gives students an opportunity to learn basic retirement concepts in night one followed by unique retirement strategies, focused on income optimization and protection in night two.
  • A third session for a 1-on-1 workshop to discuss personal retirement issues and continued learning is available after the course
  • The class fee is $49/per couple
  • Register for a class

90-minute When Can I Retire? workshop at Worcester State University and Mount Wachusett Community College, Leominster, MA on October 3 and October 10.

  • This workshop gives students an overview of the key factors that determine when you can retire. Students will understand the key risks in retirement that must be addressed, as well as understanding how taxes, Social Security, portfolio volatility, and management fees impact your retirement plans.
  • The workshop fee is $20/per couple
  • Register for a workshop

Learn more about Your Retirement Advisor University and our classes, e-classes and workshops

Learn more about a myriad of retirement planning topics in our Learning Center