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Retirement Workshops


Retirement Planning Today

This is an educational course geared towards individuals who are anticipating retirement and want to strategically plan for their retirement years. Attendees will receive easy-to-understand instruction on financial issues that pertain to retirement. Topics include: Assessing Retirement Needs and Expenses, Retirement Mistakes and how to avoid them, Retirement Income Sources, Retirement Plan Distributions, Investments, Risk Management, Asset Protection, and Estate Planning. An interactive format is used with the opportunity to ask financial questions. Two part textbook/workbook provided.

Course Brochure

Where: Lanier Technical College, Room B145, Forsyth Campus
Cumming, GA
Freedom Financial Services Logo
When: Thursdays, 9/28 and 10/5 OR Tuesdays, 10/3 and 10/10
  --Two consecutive Tuesdays, 6:30 pm – 9:30 pm
--Two consecutive Thursdays, 6:30 pm – 9:30 pm
Cost: $59 (per couple or individual, includes textbook)

The Truth About IRAs & RMDs

This class is designed especially for retirees or those retiring soon. We will explain important IRA rules and tax saving strategies and provide an overview of Required Minimum Distributions and how they are calculated.
Topics we will cover:

  • How to calculate RMDs and investment strategies for RMDs
  • How to avoid losing up to 50% of your IRA to federal and state income taxes
  • How to avoid running out of ncome in retirement
  • The importance of distribution planning (understanding the rules may allow you to reduce your risk and keep more of your hard-earned money!)
  • How you can potentially tun even a small IRA into a HUGE asset for your children or grandchildren

Course Brochure

Where: Lanier Technical College, Room B145, Forsyth Campus
Cumming, GA
Three Bridges Financial Group Logo
When: Thursday, October 12th at 2:00 pm
  OR Tuesday October 17th at 6:30 pm
Cost: Click on Course Brochure to register by phone or online

Rejuvenate your Retirement

This class is focused to benefit those retired and near retirement. Through the course material we will discuss how to:

  • Identify the primary threats to your retirement savings.
  • Plan your retirement income to preserve a comfortable lifestyle.
  • Afford and enjoy travel, hobbies, sports, crafts, socializing, business ventures and lifelong learning.
  • Align your investments with your attitudes, risk tolerance and objectives.
  • Apply strategies designed to increase Social Security retirement benefits.
  • Calculate whether you should convert your IRA to a Roth IRA.
  • Maximize tax efficiency of withdrawals from mutual funds and IRA’s.
  • Evaluate and plan for health care, long-term care, incapacity and end of life decisions.

Course Brochure

Where: Lanier Technical College, Room B145, Forsyth Campus
Cumming, GA
Moore's Wealth Management Logo
When: TBD
  --Two consecutive Tuesdays, 1:00 pm – 3:00 pm
--Two consecutive Thursdays, 10:00 am – 12:00 pm
Cost: $39 (per couple or individual)

To register: Complete the registration form and return to Penny Grindle at
penny@laniertech.edu or call 770-533-6992
Registration Form

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2990 Landrum Education Drive, Oakwood, Georgia 30566
Phone: 770-533-7000 | Fax: 770-531-6328
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