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You're Invited to Join Us at Idaho State University for our 2 Night Educational Course

Retirement Planning Today

Class Details:

ISU University Place

1770 Science Center Drive, Idaho Falls, ID

February 15 and 22 from 6 – 9 p.m.

$49 $24.50


Questions about the course? 

Call us at 208.552.9169

Seating is limited on a first-come-first-serve basis. Your course materials will be provided at the event.

Bring yourself, a guest, and a mindset ready to learn. We’ll give you a textbook to keep – follow along and use it to help create your plan!

Attend this course to learn:

  • What to Know So You Don’t Outlive Your Retirement Assets
  • Strategies to Combat Inflation in Retirement
  • Understand Taxes and How They Impact Your Retirement Plan
  • Is Early Retirement a Reality in Today’s Economy
  • How to Manage 401(k) Distributions and RMD’s
  • Maximize Social Security benefits
  • Create & Implement a Retirement Budget
  • Differentiate Life Insurance Needs
  • Assess Your Risk and Costs of Long-term Care
  • Understand Benefits of Life Insurance
  • Live Your Purpose in Retirement

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Investment Advisor Representatives with and Advisory Services offered through Journey Retirement Planning and Investment Management, a SEC Registered Investment Advisor. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability. Journey Retirement Planning and Investment Management is not affiliated with any other named entity.