Investment Zen (flickr)

Retirement Planning Navigation

Understand the features of retirement planning in Retirement Planning Navigation whether you are just beginning to think about the details of post-career freedom, or you are ready to form a comprehensive retirement financial plan.

This class will cover how to:

manage investment risks
use tax laws to your advantage
understand cash-flow planning for retirement
manage typical healthcare costs, including long-term care
navigate company retirement plans
navigate estate planning
understand your social security payment options

The class will also briefly describe the basics of financial fraud prevention; find a full class on financial fraud prevention for everyone (and your aging parents) in the course catalog.

Ryan Livingston is a professional financial educator employed full time with Edward Jones where there are strict guidelines for generating business prospects. Ryan will NOT pressure class participants to employ him for services, and he will not contact class participants with information about Edward Jones services after the class.

Ryan WILL share in his course materials with participants:

His professional contact information.
A clear description of how to initiate financial planning services at Edward Jones.
A clear description of Edward Jones professional service fees and financial planning rates.

Ryan Livingston

Financial Advisor & Educator

As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals.