Conducted at:

Wilmington University

Location:

Wilmington University

10 Beaver Valley Rd,

Wilmington, DE 19803

Directions

Dates and Time:

Tuesday, March 3rd and 10th

or

Thursday, March 5th and 12th

All sessions:

6:00 to 9:00 pm

Passport to Retirement contains something for everyone, addressing the financial issues that may be an obstacle to your retirement.

Led by a Certified Financial Planner, the information you learn will serve you throughout your lifetime. 

Here’s what’s included:

  • Determine the amount of money you need to retire
  • Understand how inflation can impact your retirement planning decisions
  • Select the retirement plan distribution choice that is right for you
  • Plan your retirement income to preserve a comfortable standard of living
  • Transfer the risk of potential financial losses before or during retirement
  • Reduce or eliminate taxes, expenses, delays, and legal challenges with estate planning
  • Attend with spouse, partner, or guest at no additional cost
  • Take-home course textbook
  • Optional 1-1 consultation

Enroll Today

First, Register For Your Session Here:

If you have any issues submitting your payment or questions about registration, please call us at 302-765-3500.

Meet Your Instructor:

Max Berger, CFP®, Senior Wealth Advisor

Tom Ervin CFP®, Senior Wealth Advisor

Questions? Give us a call at 302-765-3500.

Your instructors, Christian Foster, CFP® and Tyler McGuire, CFP® are Registered Representatives and Investment Advisory Representatives with Diversified LLC. Diversified LLC is an investment adviser registered with the U.S Securities and Exchange Commission (SEC). Supervisory office: 3705 Concord Pike, Wilmington DE 19803 (302)765-3500. SEC registration does not imply a certain level of skill or training. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Financial planning and Investment advisory services offered through Diversified, LLC.