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Retirement Planning Today - Lake Nona HS

Retirement Planning Today - Lake Nona HS

April 9 - April 18, 2019

6:30p - 9:30p EST

Lake Nona High School

Lake Nona High School

12500 Narcoossee Rd
Lake Nona, FL 32832
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Security Financial Management [email protected]


Sylvia Williams RFC® Daniel Courson RFC®

What You'll Take Away from the Class:

  • Create a plan to retire early
  • Integrate your finances with your goals and values
  • Use new tax laws to your advantage
  • Properly allocate your assets within your employer retirement plan
  • Use 5 investment strategies to help minimize risks and maximize returns
  • Ask the right questions when evaluating insurance coverage
  • Ensure your estate plan still functions properly under new laws

Your $49 registration fee includes a course book and "5 Steps" video.

Registering is as easy as 1. 2. 3.
1. Go to
2. Enter Course ID: BZNAB1.
3. Enter contact info and pay course fee.

Each class meets twice.

Choose a Weekday That Works Best:

  • Tuesdays: 6:30-9:30 pm, April 9 and April 16, Lake Nona High School
  • Thursdays: 6:30-9:30 pm, April 11 and April 18, Lake Nona High School

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