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Wealth Preservation Center - Home

Wealth Preservation Center - Kalamazoo, MI. Financial Educators

http://www.thewealthpc.com/

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Wealth Preservation Center - Home | thewealthpc.com Reviews

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Wealth Preservation Center - Kalamazoo, MI. Financial Educators

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Wealth Preservation Center - About Us

http://www.thewealthpc.com/About-Us.html

Jeff has instructed retirement planning and insurance courses for 8 years in schools systems, community education programs and retirement centers. Jeff is a securities and insurance representative working with clients to help them reach their financial goals. Jeff is active in the educating families in finance and insurance strategies including Medicare and Medicaid . Adam is also experienced with helping businesses both small and large with retirement plans, employee benefits and retention programs....

2

Wealth Preservation Center - Previous Courses

http://www.thewealthpc.com/Previous-Courses.html

Huron Valley Community Education. Saturdays March 21 and 28. Tuesdays March 24 and 31. Saturdays  September 12 and 19. Tuesdays September 15 and 22. Huron Valley Community Education. Saturdays October 3 and 10. Tuesdays October 6 and 15. Thurdays October 8 and 15. Saturdays October 17 and 24. Tuesdays October 20 and 27. Lake Orion Community Education. Wednesdays October 21 and 28. Thursday October 29 and November 5. South Lyon Community Education. Tuesdays January 26 and February 2. Wednesdays September ...

3

Wealth Preservation Center - Course Outlines

http://www.thewealthpc.com/Course-Outlines.html

Define and Create your Retirement Picture. How will I spend my time? Cost of living comparison. Exploring your retirement picture such as travel, volunteering, and hobbies. Retirement Costs and Needs. How Much do you need to live comfortably in retirement? Impact of inflation. Can you afford to retire? Looking at typical retiree mistakes and how to avoid them. Employer sponsored plans, Social Security, IRA, Roth IRA. Looking at the advantages and disadvantages of each type of income source. Filing deadli...

4

Wealth Preservation Center - Home

http://www.thewealthpc.com/default.html

We help schools, organizations and individuals enhance their adult and student education by providing well attended, unique financial education courses. Our approach to personal finance provides a progressive method of education for adults and students who are interested in improving their lives and the lives of their families. As a training and education company, we offer a comprehensive course to assist you with making better and more informed decisions. We hope to see you again! 6:00 pm- 8:30 pm .

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