Retirement Education

We at URS Advisory firmly believe that an informed person 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.

• RETIRE WITH JULIA is a resource we provide to the public to help educate people about retirement planning topics. The topics focus on financial planning solutions ranging from Medicare and Social Security planning to Able accounts and investing strategies in retirement. Retire with Julia is hosted on YouTube. It is free and available to the public at their convenience.

• DESTINATION RETIREMENT is a comprehensive retirement course taught by local Certified Financial Planner® in person at local colleges, covering important retirement topics over two 3-hour course sessions. The tuition includes a workbook, professional instruction, and the ability to invite a guest to join you at no additional cost.

• SPECIAL NEEDS PLANNING FOR FAMILIES is a course dedicated to preparing a family financially for the care of a loved one with special needs. The topics include tips on navigating government benefits, developing and implementing a life plan, how an ABLE account works, understanding how a special needs trust may help, and actionable steps you can take now to improve the quality of life for your entire family. The tuition includes the course materials, a private lab session, and a virtual panel discussion from local experts.

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.