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Courses

Financial ABC’s of Retirement Planning

This course provides a fundamental working knowledge of the principles of conservative retirement planning as they apply to retirement planning.  The materials cover varied aspects of conservative retirement planning, such as changes in planning paradigms, history of markets, impact of bear markets, retirement budgeting, aspects of financial decisions, and more, while highlighting the ABC Planning Model.  Students will increase their awareness of the overall risk in the markets as well as possible asset allocation models to help manage exposure to risk. This course also covers conservative retirement planning, income planning, asset allocation, and appropriate financial decisions.  It is not designed to give specific solutions to individual needs.

This is not a financial seminar; this is a financial course of study where you will leave with the knowledge and confidence to make financial decisions suited to your level of risk and in-line with the goals and objectives you establish.

Instructor: Chuck Falco
Duration: 2 Hours 30 minutes
for 3 Session(s)
Cost: $49

Maximizing Social Security

This course provides a fundamental working knowledge of the Social Security program as it applies to retirement planning.  The materials cover the history of Social Security, how to qualify for benefits, spousal benefits, widow & widower benefits, taxation of benefits, working while you receive benefits, issues involved in claiming benefits early, and strategies to maximize your benefits while developing an income stream in retirement. This is not a financial seminar; this is a financial course of study where you will leave with the knowledge and information needed to make decisions about Social Security benefits.

Instructor: Chuck Falco
Duration: 2 Hours 0 minutes
for 1 Session(s)
Cost: $18

Foundations of Retirement Planning

This course provides a fundamental working knowledge of the principles of developing a durable retirement income for those facing or already in retirement.  The materials cover varied aspects of retirement income planning, such as longer life income challenges, excess taxation, inflation, healthcare expenses, aspects of making a financial decision, six areas where income is derived for retirement, and income goal setting, while highlighting the ABC Planning Model.  Students will increase their awareness of the challenge and opportunities to develop durable retirement income to enhance their lifestyle. This course also covers general topics and is not designed to give specific solutions to individual needs. This is not a financial seminar; this is a financial course of study where you will leave with the knowledge and confidence to make financial decisions suited to the goals and objectives you establish.

Instructor: Chuck Falco
Duration: 2 Hours 30 minutes
for 3 Session(s)
Cost: $49

Upcoming Courses

We are always updating our course offerings for your future needs!

 

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I took two courses at Financial Education Network and found that I learned more in those six and a half hours than I had learned at any financial seminar or meeting with my retirement planner.

Robert Limerick, PA

My daughter signed me up for Foundations of Retirement Planning at Financial Education Network because she felt I was unprepared for the next phase of my life. Once I attended the class, I was beyond thrilled that my daughter signed me up because I am more than prepared now!

John West Chester, PA

I knew that I was about to be eligible to start receiving Social Security benefits but was unsure of my role in the process. Chuck Falco at Financial Education Network helped me prepare for retirement and understand my benefits. Thanks Chuck!

Barbara Limerick, PA

The courses at Financial Education Network allowed me to feel confident in my future. Before signing up for these courses, I was overwhelmed and fearful for the future. Thanks Chuck Falco!

Rebecca Reading, PA

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