Retirement Education

We at URS Advisory firmly believe that an educated retiree has a significantly higher chance of retiring successfully. In an effort to prepare local retirees, we offer several courses that are strictly educational and available online or in-person to accommodate all preferences.

• DESTINATION RETIREMENT is a comprehensive retirement course taught by local CERTIFIED FINANCIAL PLANNERS™ in person at local colleges and online, covering important retirement topics over two 3-hour course sessions. The $49 tuition includes a workbook, professional instruction, and the ability to invite a guest to join you at no additional cost.

• SAVVY SOCIAL SECURITY & MEDICARE STRATEGIES is a course dedicated to answering all of your questions on Social Security and Medicare, which we believe to be the foundation of a successful retirement. Local CERTIFIED FINANCIAL PLANNERS™ teach this course in person at local colleges and online over one 2-hour course session. The $10 tuition includes course materials, professional instruction, and the ability to invite a guest to join at no additional cost.

• MAXIMIZING YOUR REQUIRED MINIMUM DISTRIBUTIONS (RMD) is a course dedicated to answering all of your questions on required minimum distributions and income planning. Local CERTIFIED FINANCIAL PLANNERS™ teach this course in person at local colleges and online over one 2-hour course session. The $10 tuition includes course materials, professional instruction, and the ability to invite a guest to join at no additional cost.

If you would like to register for an upcoming course or learn more, please get in touch with us at 561-594-0102 or visit www.urslearn.com.