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.
Rejuvenate Your Retirement is a 4-hour class (two 2-hr sessions), conducted in the late morning or early evening. This class is designed to help retirees 65-75 years of age to understand the nuances of financial retirement planning, with a focus on lifestyle, income, and distribution of assets.
Upcoming Sessions To Be Announced.
College of Charleston North Campus
3800 Paramount Drive
North Charleston, SC 29405
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
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.