Recommended Courses
After working with thousands of famalies, one truth stands out: confidence in retirement starts with education. That’s why we invite anyone interested in retirement planning to attend an in-depth course hosted by the Retirement Education Foundation that walks through the key levers, decisions, and strategies that shape a retirement plan.
A national initiative for advanced retirement education.
In 2015, after more than a decade in financial services, Kirk and Jessica Cassidy founded the Retirement Education Foundation with the goal of making advanced financial education accessible to everyone, not just clients of C2. Since then, the charitable program has taught more than 10,000 people through its retirement and young adult financial literacy courses.
We invite anyone interested in retirement planning to attend the eight-hour Advanced Retirement Course, sponsored by the Retirement Education Foundation. Proceeds support charitable causes that impact aging and lower-income communities, including the Alzheimer’s Association and the Leukemia & Lymphoma Society. Regardless of which financial professionals you choose to work with, the course is designed to give you the clarity and confidence to make well-informed decisions about your retirement.
Team members of C2 volunteer their time to support the Foundation, including teaching courses as financial instructors. Participation in its educational programs does not create or imply an advisory relationship with C2.
The 8-hour advanced retirement course covers:
Income Planning:
When to Take Social Security, Pensions Versus Lump Sum Options, Planning for Inflation, Strategies to Withdraw Retirement Income
Investments:
Sequence of Returns Risk, Managing Volatility and Risk, What are ETFs, Understanding Mutual Funds, Types of Annuities, Life Insurance
Tax Planning:
Income Taxes, Tax Tables, Planning for Surviving Spouses, IRA to Roth Conversions
Estate Planning:
Trusts/Wills/Other Ancillary Estate Planning Documents, the Probate Process
What students said about the course:
“This class literally changed our lives. I was so afraid to retire, worried about finances running out. The class showed what we need to do to make sure that we will be covered for at least 28 years after retirement.”
“For anyone who is genuinely interested in learning about retirement planning, this class is outstanding. The insttion is professional and education-centric, like a college-level course.”
“Very informative! Eight hours chock full of useful information! Definitely worthwhile for ANYONE approaching retirement, whether you are considering a financial advisor or planning your retirement finances yourself!”
“The class was very eye opening. I would suggested [sic] to everyone to attend a class. There is so much to learn. Even if you have a retirement planner go to a class to see if they are doing enough for you.”
“My husband and I attended this retirement class and it was the BEST 8 hours we have ever spent. This course is fast paced, extremely informative and provides each participant with a much more comprehensive approach to their own retirement.“
"I knew I didn’t know where to start with my retirement planning. But I didn’t know what I didn’t know until I took this course."
This statement was provided by an attendee of the retirement course. The attendee was not compensated for this testimonial and reflects the attendee's experience of the retirement course and not any advisory services offered or provided by C2 Private Wealth.
