Offered through continuing education programs at local colleges, Travis Chance of CFG Wealth Management teaches courses to the local 55+ community on topics like retirement readiness and thriving during retirement. Enroll in the links below to get your seat for one of our upcoming courses.

  • Courses

Click the Link in Event Details to Enroll!

Thrive Financially in Retirement

Dates: Tuesdays, July 19th & 26th from 6 pm to 8 pm

Registration Fee: $29

Location:
Savannah Technical College – Crossroads Campus
190 Crossroads Parkway Savannah, GA 31407

If you are retired or getting close to retiring, this 2-day course will teach you fundamental principles of financial planning in retirement. Learn how to better manage and control your investments; get information on basic tax reduction strategies; increase your monthly income; protect your life’s savings from investment mistakes, and avoid unnecessary estate taxes.

Learn how to plan for the threat of healthcare catastrophe; how to reduce taxes on IRA/401k distributions; and how to pass your life’s savings to your heirs with minimal probate, tax and legal costs.

CLICK HERE TO REGISTER! 
Please note, this is a two night class.

Thrive Financially in Retirement

Dates: Thursdays, August 4th and August 11th from 6 pm to 8 pm

Registration Fee: $29

Location:
Ogeechee Technical College – Statesboro GA
1 Joe Kennedy Blvd,
Statesboro, GA 30458

If you are retired or getting close to retiring, you might be wondering how long you retirement savings will last. This course focuses on the financial challenges and opportunities unique for today’s retirees. During this course, you will learn the fundamental principles of investing, basic tax reduction strategies including IRA/401K distributions, how to protect your life savings from investment mistakes and unnecessary estate taxes, and how to plan for the threat of a healthcare catastrophe. Enrolling in this course will help you achieve financial peace of mind during your retirement years.

CLICK HERE TO REGISTER! 

Please note, this is a two night class.

Thrive Financially in Retirement

Dates: Thursdays, November 3rd and November 10th from 6 pm to 8 pm

Registration Fee: $29

Location:
Ogeechee Technical College – Statesboro GA
1 Joe Kennedy Blvd,
Statesboro, GA 30458

If you are retired or getting close to retiring, you might be wondering how long you retirement savings will last. This course focuses on the financial challenges and opportunities unique for today’s retirees. During this course, you will learn the fundamental principles of investing, basic tax reduction strategies including IRA/401K distributions, how to protect your life savings from investment mistakes and unnecessary estate taxes, and how to plan for the threat of a healthcare catastrophe. Enrolling in this course will help you achieve financial peace of mind during your retirement years.

Please check back soon for registration information!

Please note, this is a two night class.

SCHEDULE YOUR PHONE OR VIRTUAL REVIEW