Retirement Planning Today – Educational Course

Join Elevate Wealth Advisory for Retirement Planning Today, an upcoming 2-day educational course for adults ages 50-70. Offered at two locations, Athens and Duluth!

• Determine the amount of money you need to retire
• Create your own goals for a “successful retirement”
• Eliminate debt and improve cash flow
• Properly convert your IRA to a Roth IRA
• Select the retirement plan distribution choice that is right for you
• Plan your retirement income to preserve a comfortable standard of living
• Transfer the risk of potential financial losses before or during retirement
• Reduce or eliminate taxes, expenses, delays and legal challenges with estate planning

Athens, GA Location

Choose from the following two options:

• Thursday Course: August 4 AND August 11, 6:30-9:30 p.m.
• Wednesday Course: August 10 AND August 17, 6:30-9:30 p.m.
• Reminder: These are 2-day courses, and participants should make plans to come to both based on their selected option.

Address: 305 Sanford Dr., Athens, GA 30602 – Room 312

Register for one of the Athens courses

Duluth, GA Location

Choose from the following two options:

• Thursday Course: August 18 AND August 25, 6:30-9:30 p.m.
• Wednesday Course: August 24 AND August 31, 6:30-9:30 p.m.
• Reminder: These are 2-day courses, and participants should make plans to come to both based on their selected option.

Address: Rosewood Training Center, Building 12 (Ste. 101) – 4227 Pleasant Hill Rd., Duluth, GA 30096

Register for one of the Duluth courses