facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause Share Arrow Right

Financial Strategies for Successful Retirement®

A financial education course for people ages 45+

Community Center at
Camp Hill Giant and Harrisburg Area Community College

Gain the Knowledge You Need to Overcome Retirement Challenges


Community Center at Camp Hill Giant 

3301 E. Trindle Road, 2nd Floor 

Camp Hill, PA 17011

Harrisburg Area Community College Harrisburg Campus  

Whitaker Hall, Room 214 

1 HACC Drive 

Harrisburg, PA 17110

Harrisburg Area Community College Harrisburg Campus  

Whitaker Hall, Room 214 

1 HACC Drive 

Harrisburg, PA 17110

Dates & Times


March 14, 21 and 28 

6:30 pm to 8:30 pm



March 16, 23 and April 6

10:00 am to 12:30 pm

During this course, these issues will be addressed:

  • Diversifying your investments
  • Using 401(k)s and IRAs to potentially reduce current income taxes and help save for retirement
  • Potentially controlling your health-care costs
  • Determining how much money you’ll need to retire
  • Finding out whether you are carrying more insurance coverage than you need
  • Potentially reducing your estate taxes
  • Understanding sound investment strategies and alternatives
  • Transferring your estate to the loved ones and charities of your choice

Strategies and concepts that may help you plan for a comfortable retirement


Unlock the door to knowledge without breaking the bank! Usually priced at $49.00, these sponsored sessions are now accessible at zero tuition cost. Dive into insightful instruction, receive a textbook, valuable handouts, and a  complimentary personalized consultation. Couples can embark on this educational journey together with a single registration. Seize the opportunity for growth in three separate sessions covering distinct topics. Hurry, as class size is limited – register today and invest in your future! If a class is missed, you can speak with the instructor about making up a class.

To Register:

Call 717-288-1990

or visit www.financialplanningcourses.com 

or scan the QR code to secure your spot and sign up online.

Your Instructors

This course is presented across North America by financial services professionals. They not only draw upon real-life experiences with numerous clients, they may also hold insurance licenses and securities registrations. Your local instructors are Brian Kennedy, AEP®, AIF®, ChFC®, CMFC®, CRPC®, CSA®, CLTC®, LUTCF®, Vincent J. Catalano, AIF®, CRPC®, CLTC®,  Evan Shiley AIF®, CRPC®, FPQP™, and Patrick Cawley, Attorney.

Brian C. Kennedy AEP®, AIF®, ChFC®, CMFC®, CRPC®, CSA®,  CLTC®, LUTCF®, Vincent J. Catalano AIF®, CRPC®, CLTC®, and Evan Shiley AIF®, CRPC®, FPQP™ are Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and KCA Wealth Management are not affiliated. Financial Planning Courses, LLC is independent of Cambridge Investment Research, Inc. and KCA Wealth Management, LLC.

10 Important Financial Questions for Retirement Planning

  1. Can I retire early?
    Determine whether you can afford to retire early and how much money and income you may need to do so.

  2. How can I plan for a comfortable retirement?
    Hear about nine steps to help prepare for a comfortable retirement.

  3. Are there ways to help reduce the effects of inflation?
    Become acquainted with strategies that could help you maintain your purchasing power over time.

  4. How can I develop my financial objectives?
    Acquire sound information on concepts to help you focus on financial goals and develop a sound retirement strategy.

  5. How can I put my money to work?
    Become aware of the effects of inflation and taxes on low-interest accounts, and hear steps to help reduce their effects.

  6. How can I potentially reduce my taxes?
    Explore strategies that could help reduce the total amount of money you pay in taxes each year.

  7. How can I use stocks, mutual funds, bonds, and other investment vehicles?
    Understand the characteristics of various equity investments, including common stock, preferred stock, mutual funds, and exchange-traded funds. Also hear about cash alternatives.

  8. Are there ways to potentially reduce my exposure to financial risk?
    Focus on strategies and concepts to make more informed investment decisions and develop a portfolio that is designed to help manage risk.

  9. What can I do to help reduce my health-care costs?
    Review possible health-care options, the details of Medicare and Medicaid, and long-term care considerations.

  10. How can I provide for my heirs?
    Hear about the major contributors to estate devaluation, how to potentially reduce estate taxation, and how to transfer your estate to the heirs and charities of your choosing.

Mutual funds, ETFs, variable annuities, and variable life insurance are sold by prospectus. Please read the prospectus and consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the mutual fund, variable annuity contract, or variable life insurance policy and the underlying investment options, can be obtained from your financial professional.