Active Retirement Investing & Tax Reform4-Week Class Replays
View each class below by clicking on the Class number. Expand each section to play the class replay, get helpful resources, and download the handouts.
This kickoff session gives you a bird’s-eye view of the 12-week course. We’ll introduce the three retirement investing phases and walk through what you can expect to gain from the program.
Click below for helpful links as well as useful downloads.
Terminology Pamphlet: Terminology pamphlet to review various terms.
Broker Check: Research brokers, advisors, and financial professionals to verify credentials and history.
Financial Preparedness Sheet: This document outlines things to think of when assessing how prepared you are financially.
Class Intro Sheet: This document gives an overview of what we’ll be covering in class this semester.
Class 1 Slides: Click this link to view the slides for class 1.
Learn how to assess your full financial picture, including cash flow, insurance, estate plans, taxes, and real estate. This foundation helps you understand where you are now so you can plan where to go next.
Each session walks you through essential investing concepts in plain English. Plus, you get downloadable checklists and templates to stay organized.
Financial Figures: This document provides a summary of key financial figures and deadlines for 2025.
Income & Expenses Budget Sheet: Use this sheet to track your income and expenses.
Life Insurance Awareness Month: This document highlights that September is Life Insurance Awareness Month. While the traditional focus of life insurance shifts for seniors, it can still provide security, peace of mind, and financial stability for loved ones.
Class 2 Slides: Click here to view the slides for class 2.
We demystify account types like IRAs, 401(k)s, and taxable accounts. You’ll also learn the differences between ETFs and mutual funds, and how to read portfolio summaries.
Mutual Funds vs. ETFs: Learn the key differences and how they fit into a portfolio.
Mutual Funds & ETFs Guide - Investor.gov : A government resource for deeper insights.
Emergency Checklist : This document outlines 10 critical actions for retirement security and emphasizes that missing one piece can unravel the entire plan.
Class 3 Slides : Click the link to view slides for class 3.
Learn how to assess your full financial picture, including cash flow, insurance, estate plans, taxes, and real estate. This foundation helps you understand where you are now so you can plan where to go next.
Each session walks you through essential investing concepts in plain English. Plus, you get downloadable checklists and templates to stay organized.
Portfolio Construction Guide: A quick overview of how to build a balanced investment portfolio using time horizon, risk tolerance, and diversification strategies.
Stock Market Average Returns: A helpful link to learn more about historical market returns to help set realistic expectations for long-term investment growth.
Class 4 Slides: Click here to view the slides for class 4.