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Another Financial Education Opportunity

September 23rd, 2025 at 01:49 pm

So this one is not a seminar but a free training course. It’s called ‘The Changing World of Retirement Planning’ and it’s taught on a local college campus. The course is two sessions, each one 3 hours (!). I received the invitation in the mail and I assume that I was targeted because of my age. The course is provided by two organizations: The National Society of Financial Educators and The Society for Financial Awareness. Is anyone familiar with these? The course is described at nsfe.org.

I’m hoping to get information that is useful to me and to evaluate my personal money management plans for the next few decades, tweaking them if it would be advantageous. The course includes a workbook.

These are the topics that the course outline includes:

1-Retiring in the 21st Century

2-Tax Rate Risk

3-Retirement Distribution Planning

4-Estate Planning

5-Maximizing Social Security

6-Mitigating Market Loss

7-Retirement Distribution Pitfalls

8-Long-term Care Planning

I am most interested in 3, 5, & 7.

I’m curious to see if anyone here has feedback or has taken this course. If not, I’ll share with you how it goes after I’ve done it!

Posted in Education, Personal Finance | 3 Comments »

3 Responses to “Another Financial Education Opportunity”

  1. rob62521 Says:
    September 23rd, 2025 at 06:29 pm 1758652183
    1758652183

    That's great you were invited. I hope you get some valuable information on the topics you highlighted.

  2. patientsaver Says:
    September 23rd, 2025 at 08:49 pm 1758660546
    1758660546

    I am not familiar with either of those 2 organizations, but I would like to recommend boldin.com. It's an online platform that allows you to get incredibly detailed with your income flow, expenses (now and later), investments, etc, then lets you know how likely you'll reach your goals, not run out of money, etc. I think it's $90 a year. I think I'm into my 2nd year with it now and intend to keep it for a while.

  3. LifeBalance Says:
    September 23rd, 2025 at 10:45 pm 1758667555
    1758667555

    PS, thanks for that recommendation! I'll check it out.

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