Retirement Planning Today

Now being conducted at ISU | University Place – Idaho Falls | 2 night course

ISU | University Place | CHE 214
1784 Science Center Drive, Idaho Falls

Attendees will receive an accompanying textbook to follow along and to use for future reference.

Attend this course and learn how to:

  • Ensure you won’t outlive your retirement assets
  • Properly plan for the passing of a spouse
  • Assess your risk of Long-Term Care
  • Prepare for rising inflation costs
  • Turn “early retirement” into a reality
  • Manage 401(k) distributions and RMD’s
  • Maximize social security benefits
  • Differentiate life insurance needs
  • Implement and spend within your budget

What retirement dreams do you have? Our team at Journey Financial is dedicated to helping you achieve those dreams, whether big or small. Let's navigate your financial journey together.