Retirement Planning 101 Class

A free 2 1/2 hour intensive, hands-on retirement financial planning class in the Hardin Valley Area.

How to retire with confidence!

Join Us For A Complimentary Retirement Financial Planning Course On How To Plan Your Retirement Using Proven Strategies.

About the class

Retirement Planning 101 is a hands-on, in-depth look into the many nuances of retirement financial planning. We don’t waste your time reviewing basic principles, we focus our time on the important topics you need to understand to build a successful retirement plan. We review actual case studies while allowing you the opportunity to ask specific questions.

Everyone who attends is eligible to receive a free, no-obligation, in-depth retirement plan.

RETIREMENT FINANCIAL PLANNING 101 SYLLABUS

I. Filling the Gaps In Retirement

Gaps = “Income Problems”
Health Care Options for Early Retirees
Long Term Care
What Happens After You Are Gone?
Tax Analysis

II. Income Planning

Inflation
Market Volatility
Losses Hurt You More Than Gains Help You
Conflicts of Interest
Fee-Based Fiduciaries
What’s Your Income Stream?
What Does Your Pensions Look Like?
Social Security
Accumulation Phase
Distribution Phase
Retirement Income Myths

III. Case Studies

Your instructor will take you through a series of 5 case studies using anonymous data from existing client cases.

Attend a Class

There is no cost to attend the course, but you must register.

The goal of this class is to give you the tools you need to put together a written retirement financial plan that will help to guide you to and through retirement. Those who attend one of our classes have the opportunity for a free, no-obligation, in-depth retirement plan.

Classes are from 6:00 PM-8:30 PM

First Name *

Last Name *

Email *

Phone *

Additional Guest Name (Optional)

Class will be held at:

PSCC Hardin Valley - Haslam Center - Room 1037

10915 Hardin Valley Rd, Knoxville, TN 37932

(Directions)

Select Class *

Tuesday, September 16, 2025, at 6:00 PM - PSCC Hardin Valley

Thursday, September 18, 2025, at 6:00 PM - PSCC Hardin Valley

By checking this box, I agree to receive text messages from Nest Financial Advisors Inc about these classes. Message & data rates may apply. Reply STOP to opt out or HELP for more information. View our Privacy & Disclosures and Terms & Conditions.

Main CA Office:

30101 Agoura Court, Suite 205,

Agoura Hills, CA 91301

Phone : 805-551-1953

Investment advisory services are offered through Financial & Tax Architects, LLC, (‘FTA’) registered investment adviser. Insurance and annuity products are offered through insurance agency product partners of FTA's affiliated insurance field marketing organization, AdvisorMax, LLC. FTA is not affiliated with the venue where the class is being held.