Full course description
Designed for those ages 50 and over, this course helps you assess your progress towards your retirement goals. It provides objective, comprehensive knowledge that you can easily apply directly to your unique situation. This course covers both fundamental planning topics, and advanced financial strategies on how to integrate retirement planning, tax planning, estate planning, risk protection strategies, and investing to accomplish what is important to you. The course covers the entire retirement planning process, including retirement income planning, healthcare, Medicare, long-term care considerations, social security claiming, pension claiming strategies, determining your retirement savings needs, and much more. A spouse or guest may attend at no additional charge. The course includes a course textbook and is a two-evening class.
Details
Date & Time:
October 20 and October 27, 2026 (2 Sessions)
Tuesdays, 6:00PM-8:30PM
Instructor:
Tony D’Amico, CFP® and Dan Yergan, MSPFP, CFP®
Location:
LCCC Main Campus, The Campana Center for Ideation and Invention PC 101
Questions? Contact us:
Jennifer Krupa, jkrupa@lorainccc.edu