Retirees often continue to use a pre-retirement financial plan - such as asset accumulation - and find that it no longer fits their fiscal needs. However, alternatives such as distribution planning can be more complicated, and retirees may struggle to understand the particulars, or feel unsure as to whom they can trust.

Designed for retirees 65-75 years of age, this four-hour course addresses the financial issues facing individuals in the early stages of retirement. Our experienced and informed instructors will show you how to manage your entire nest egg and demystify the distribution-planning process.



Upcoming Sessions To Be Announced.

Location: College of Charleston North Campus 3800 Paramount Drive North Charleston, SC 29405

Instructors:

Rick Durkee - LUTCF Founder and President of Coastal Financial Planning Group

Rick Durkee - LUTCF Founder and President of Coastal Financial Planning Group

Rick Durkee, founder and president of Coastal Financial Planning Group, has served in leadership roles in the financial services industry for more than 20 years. Rick has helped many retirement minded people in the Coastal Carolina Region plan for and enjoy retirement. Rick is the host of the Money Matters and Retire Right radio programs, heard Saturday mornings at 9:00 AM and 9:30 AM on News Radio 94.3 WSC.
Frank Hutto - CFP® Coastal Financial Planning Group

Frank Hutto - CFP® Coastal Financial Planning Group

As a Certified Financial Planner™, Frank Hutto have undergone specialized training in the five core areas of financial planning; Taxes, Investments, Estate Planning, Retirement Planning, and Risk Management.  As a member of the Coastal Financial Planning Group, Frank works with Rick Durkee, and the Coastal Financial Planning team to help their clients to build sound financial plans designed to instill confidence and peace of mind.
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