This course is for individuals who want to improve their understanding of retirement income planning. Many course topics come from material used to inform today's Certified Financial Planners. There will be an emphasis on easily understood “dos and don’ts”—advanced degree in finance not required! Rest assured, there will be no promotion of advisory services or complementary office appointments. The goal of this course is to help you gain knowledge so that you can achieve the best life possible with the money you have.

Moderator: David McCarley provided financial advice as a Certified Financial Planner for 25+ years. He is now retired and enjoying a "planned" lifestyle. Part of his personal purpose is to give back to the community the knowledge he accumulated when advising his former clients on how they could achieve their own retirement lifestyle goals.