Upcoming Workshops

Workshop - Joyce/Steve

Retirement Planning Today® Personal Finance Seminar 

Learn how to save money on this year’s taxes and how to avoid the 10 biggest retirement planning mistakes.

As tax law changes, the future of Social Security becomes more uncertain and retirement plans shift to being employee directed, the need for sound financial strategies has never been greater.

Regardless of whether your goal is to build a nest egg, protect your assets or preserve your lifestyle throughout retirement, this two-session course will explain proven strategies that will help you plan your future with confidence.

Attend and you will learn how to: 

  • Determine the amount of money you need to retire
  • Create your own goals for a “successful retirement”
  • Eliminate debt and improve cash flow
  • Properly convert your IRA to a Roth IRA
  • Select the retirement plan distribution choice that is right for you
  • Plan your retirement income to preserve a comfortable standard of living
  • Transfer the risk of potential financial losses before or during retirement
  • Reduce taxes and expenses with estate planning

Choose the dates and times that work best for you

Tuesdays, Feb. 20 and 27  |  6-9 p.m.

Thursdays, Feb. 22 and March 1  |  6-9 p.m.


Pennsylvania College of Health Sciences

850 Greenfield Rd.

Lancaster, PA 17601


The $49 course fee includes registration for the seminar as well as an extensive financial planning and retirement workbook that is yours to keep. You can bring your spouse or another guest at no additional charge.




This presentation should not be used as a basis for legal and/or tax advice. In any specific case, the parties involved should seek the guidance and advice of their own legal and tax counsel. Estate planning is done in conjunction with your estate planning attorney, tax attorney and/or CPA.