Rejuvenate Your Retirement® Class
Rejuvenate Your Retirement® — An Educational Course for Pre-Retirees and Retirees
So, you're retired, or are retiring. What comes next?
Pursue an active, healthy, and financially secure retirement.
Rejuvenate Your Retirement® is a retirement financial planning course that covers the key issues for today's retirees. Discover new ways to stay mentally, physically and socially active, as well as learn about important financial topics such as reducing taxes, assessing investment risk, planning for health care needs, and planning your estate.
Whether your objective is to become more active, give your life a new sense of purpose or make more informed financial decisions, this course on financial planning after retirement will have something for every retiree.
The more you know, the better you can pursue your goals and establish a sustainable lifestyle.
Making your money last throughout retirement has never been more challenging. People are living longer and fewer retirees have traditional pensions. In recent years, volatile markets and interest rates as well as financial challenges with the Social Security program have made things even more complicated.
Rejuvenate Your Retirement® focuses on the unique concerns, opportunities, and needs that are important to adults aged 64 or above. Learn what it will take to make your money last.
Topics include
Planning a comfortable and active lifestyle
How to help your money last longer
Preparing for healthcare and legacy decisions
Identifying risks to your retirement savings
What attendees are saying
“You are very clear and you give lots of examples of interactions/situations with clients, friends, and family which makes understanding things much, much easier. Great job!”
- Drew, FL
*7/31/2023
What attendees are saying
“We like your approach. You are raising good questions we need to pursue.”
- Don & Cindy, Oregon
*7/31/2023
What attendees are saying
“Great Course. Zach did an excellent job explaining many complex subjects in simpler terms. And he highlighted many areas of concern and caution”
-Tim & Angelika, WA
*7/31/2023
Retirement planning is complicated. Learning more will help you understand and advocate for your financial goals.
Convenient online virtual instruction
Rejuvenate Your Retirement® is an interactive, two-session course covering six core topic areas. You will be able to choose from online courses using video-conferencing tools. Most courses are sponsored by local colleges and universities. Participation is highly encouraged and classroom questions are always welcomed.
Highly qualified instructors
This comprehensive course is instructed by a qualified financial professional who can answer your questions and relate course material to real-life examples. Participation is highly encouraged and classroom questions are always welcomed. Leverage your instructor’s expertise to get the answers you need.
Collaborative post-retirement financial planning & advice
Now that you’re retired, your financial decisions are more important than ever. The information in magazines, and newspapers and on the internet can be conflicting or biased and no one is available to answer your questions. It makes sense to learn from a reliable, unbiased source. Our courses are educational and non-commercial — no specific financial products are discussed or sold.
Individual lab sessions
Was one of your questions not covered in class? Do you need to discuss a personal financial matter or specific investment strategies? Take advantage of a one-hour private lab session with your instructor after the course is over. This optional one-on-one consultation is is complimentary for all class attendees and is not required.
Course Outline:
Immerse yourself in important core topics taught in six easy-to-understand sections spread across two sessions of Rejuvenate Your Retirement®
Section 1 – Retirement Income Concerns
Section 2 – How Long Will My Money Last?
Section 3 – Investments
Section 4 – Retirement Income Sources
Section 5 – Health Care Planning
Section 6 – Estate Planning
Who should attend?
No matter what stage of life you’re in, our financial planning courses are designed for adults looking to make more informed decisions about their financial life.
We are committed to maintaining safe and healthy spaces for our instructors and students.
Following CDC guidance, our local class sessions may offer video conferencing to ensure proper social distancing while maintaining high-quality educational engagement with all students.
Registration Information:
- Each class offered is limited to 40 attendees and provided by Financial Educators Network and Portland Community College.
- Each live class held by Zoom consists of two, 2-hour sessions which are held at the same time one-week apart.
- Once registered, all learners will receive the secure Zoom link and passcode to attend.
- The tuition paid to Financial Educator Network or PCC to attend the course covers a virtual workbook (sent via email the day before class) and an optional one-hour lab session following the course with the instructor. This lab session can be utilized to answer any personal questions or to review key course topics in more detail.
*These statements are testimonials by clients of the financial professional as of the date listed. These clients have not been paid or received any other compensation for making these statements. As a result, these clients did not receive any material incentives or benefits for providing the testimonial.