Planning for Financial Security at Retirement

Class Schedule – Fall 2013

1 August 2013

Fall 2013 Registration opens

17 September, Tuesday

6:30 p.m. –
9:30 p.m.
251 TNRB
Class 1 of 6
More Money Than You’ll Ever NeedTM

24 September, Tuesday

6:30 p.m. –
9:30 p.m.
251 TNRB
Class 2 of 6
Million Dollar ChoicesTM

1 October, Tuesday

6:30 p.m. –
9:30 p.m.
251 TNRB
Class 3 of 6
The Science of Personal ProsperityTM

8 October, Tuesday

6:30 p.m. –
9:30 p.m.
251 TNRB
Class 4 of 6
Beating the Market—
Achieving Maximum Investor Performance

15 October, Tuesday

6:30 p.m. –
9:30 p.m.
251 TNRB
Class 5 of 6
Perpetual Legacies—Estate Planning

22 October, Tuesday

6:30 p.m. –
9:30 p.m.
251 TNRB
Class 6 of 6
America’s Financial Future

Planning for Financial Security at Retirement:

Let’s be frank: few people these days feel entirely secure in their retirement plans. Some of us are even wondering if we will ever be able to retire at all.

So is it time to throw up our hands and bury our heads in the sand? Absolutely not.

Now more than ever, it’s time to live hopefully by being prepared. We must learn the principles of financial planning and responsibility and apply them in our lives—the sooner the better.

Planning for Financial Security at Retirement is a BYU course (Business Management 205R) that’s offered FREE to BYU full-time employees and their spouses*. The university pays Scott Marsh, a financial planner and part-time faculty member in the BYU Marriott School of Management, to present this class twice a year.

In this six-session class, Scott teaches what you and your spouse need to know to be able to retire, if not in wealth, at least in peace, security and reasonable comfort. He talks about investing, mortgages, debt, financial strategies that work, BYU’s planning options, estate planning, America’s financial future, and other important topics.

Stop yawning! This class is fun!

It’s NOT too late. You may not be able to retire by age 65—but doesn’t it make sense to get on track now with a retirement strategy that may allow you to retire by 70 instead of 75, or never?

Registration

Free for BYU benefitted employees and their spouses*

Online

Registration Unavailable

Fall 2013 Registration opens
August 1, 2013!

*Tuition is free for the spouse of any full-time employee who is age 30 or older, or under the age of 30 but has worked as a full-time employee at BYU for five years.

The employee and the spouse should each register for the course.

You may register for either a non–credit or 1.0 credit option. Those who register for credit will be required to submit weekly assignments and will receive a pass or fail grade.

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