Join us for the Winter 2023 Retirement Planning Today® two-week course on Tuesdays, January 31st & February 7th or Thursdays, February 2nd & February 9th at the University of Alabama at Birmingham Collat School of Business.
You can find trendy financial news almost anywhere but it is difficult to use this information to make informed decisions and create a plan for your retirement. This course is designed to save you time by delivering comprehensive, objective knowledge you can easily apply to your situation. When it comes to important subjects like retirement planning, it makes sense to learn from a reliable, trusted source.
Retirement Planning Today® — An Educational Course for Adults Age 50-65
Due to recent tax law changes, an uncertain future for Social Security, and the shift toward employee-directed retirement plans, the need for sound financial strategies has never been greater. In straightforward language, this class explains time-tested strategies that help you to make informed financial decisions. Whether your objective is to build a nest egg, protect your assets or preserve your lifestyle throughout retirement, this course helps you plan your future with confidence. By attending Retirement Planning Today®, you learn about the many ways to save for retirement as well as the advantages and disadvantages of each. You discover how to save money on taxes, manage investment risks and protect your assets from potential long-term healthcare expenses. Above all, this course shows you how to assess your financial situation and develop a personalized plan to achieve your retirement goals.
Retirement Planning Today® contains something for everyone. We address financial issues that pertain to the self-employed as well as employees of corporations and government agencies. The course is designed to teach you how to build wealth and align your money with your values to accomplish your goals in life. Whether you plan to retire 20 years from now or have just recently retired, the information you learn in this class can deliver rewards throughout your lifetime.
About Larry Walck, CFP®
Larry is an LPL financial advisor at Grandview Financial Group, where he assists with financial planning and investment management. He has always believed in the importance of setting goals and helps his clients create, plan for, and pursue their individual retirement and business planning objectives. In fact, one of Larry’s favorite quotes is “success is the progressive realization of a worthy goal or ideal” by Earl Nightingale. This approach shines through in his interactions with his clients and the development of their plans.
Larry is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Retirement Planning Counselor℠ and holds his FINRA Series 7 and 66 securities licenses through LPL Financial. He graduated from the University of Oklahoma and uses all of this professional experience to guide and efficiently serve his clients. He couldn’t imagine having any other job because he sincerely enjoys working with people and helping them as they pursue their financial and life goals.
Outside of the office, Larry enjoys hiking, fishing, ham radio, and traveling. He is actively involved with Young Business Leaders, where he is a small group leader and board member; the Hoover Civitan Club, where he serves as Treasurer; the Boy Scouts of America, where he is Unit Commissioner; President of the OU Club of Birmingham and in his church.