Retirement Planning Is Tough.

Only the Prepared Will Survive It.

Attend one of our Rock Your Retirement financial enrichment events at local universities to discover how retirement works, so you can live the way you want. The $50 fee is good for you and a guest. All proceeds collected are donated to charity.

WHAT ARE PEOPLE SAYING?

"I like the Gold Buckets. That helped me understand how you use money differently."

What's Covered

Over 4 hours in two classes, you will discover:

  • 6 key areas of retirement planning you need to know so you can retire well and live well.

  • real retirement strategies and action steps you can implement immediately.

Will You Survive 30 Years of Unemployment?
Upcoming Courses

These courses are most appropriate for those who are at least 50 years old and have saved at least $500,000 for retirement. 

Success in retirement basically comes down to two things - having the knowledge to know what to do and having the confidence to do it. Our courses taught at the University of Central Oklahoma will arm you with both.

Do you know the 3 strategies for protecting your money from loss while still earning a modest return? How should you restructure your investment portfolio to generate income at exactly the time you need it? How much money should you have set aside to cover the cost of long term care? How much of your Social Security benefit will be taxed? Should you choose a Will or a Trust?

We cover each of these areas in our courses. We will provide the retirement planning strategies you need to know. You will have the knowledge necessary to make the best decisions for you and your family.

March 4 & 11, 2020 - Wednesdays

February 20 & 27, 2020 - Thursdays

April  23 & 30, 2020 - Thursdays

Listen to Victoria Woods and Damon King each week on NewsRadio 1000 KTOK in Oklahoma City.

Stream live on iHeartRadio.

Subscribe to our podcast on iTunes.

  405.348.0909

Office@ChappelWood.com

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