These courses help you:
- Assess the costs of retirement
- Identify sources of income
- Invest now for the future
- Set realistic retirement goals
- Manage your taxes
- Take retirement plan distributions
- Help protect your wealth and assets
- Identify common roadblocks to success
- Provide for your family and heirs
After the course, attendees are given the opportunity to schedule a schedule a complimentary consultation with the Milestones Financial Services team to discuss your financial situation and any questions that you may have.
Two Courses. Three Locations. One Goal.
Choose the session and location that works best for you. Each course spans two sessions and is offered at multiple campuses across Anne Arundel and Howard Counties.
FOR
PRE-RETIREES
Passport to Retirement
Develop a retirement plan and set realistic, achievable goals. Determine how much you need to save, explore investment options, and learn strategies to protect your wealth and assets. A workbook is provided. This course consists of two 3-hour sessions designed for pre-retirees who want a clear, structured path toward retirement readiness.
ANNE ARUNDEL COMMUNITY COLLEGE – ARUNDEL MILLS CAMPUS
7009 Arundel Mills Circle, Hanover, MD 21076
ANNE ARUNDEL COMMUNITY COLLEGE – ARNOLD CAMPUS
101 College Pkwy, Arnold, MD 21012
HOWARD COMMUNITY COLLEGE – MARYLAND INNOVATION CENTER
6751 Columbia Gateway Dr, Columbia, MD 21046
FOR
RETIREES
Rejuvenate Your Retirement
This course consists of two 2 hour sessions and covers financial strategies for a secure retirement, including tax-efficient income planning, lifestyle preservation, inflation protection, and legacy planning. Topics also include healthcare, long-term care, and incapacity planning, the issues that matter most once retirement is already underway.
ANNE ARUNDEL COMMUNITY COLLEGE – ARUNDEL MILLS CAMPUS
7009 Arundel Mills Circle, Hanover, MD 21076
ANNE ARUNDEL COMMUNITY COLLEGE – ARNOLD CAMPUS
101 College Pkwy, Arnold, MD 21012
HOWARD COMMUNITY COLLEGE – MARYLAND INNOVATION CENTER
6751 Columbia Gateway Dr, Columbia, MD 21046
MEET THE INSTRUCTOR
Christopher Gordon, CRPC®
As the Founder and Senior Financial Advisor at Milestones Financial Services, I’ve spent more than 16 years helping individuals and families take control of their financial futures. My approach is rooted in building strong, lasting relationships and guiding clients as though they were family.
Frequently Asked Questions
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Which course is right for me?
Passport to Retirement is designed for pre-retirees who are still working and building toward retirement. Rejuvenate
Your Retirement is designed for those who are already retired and want to strengthen their financial strategy in
retirement. -
How many sessions does each course include?
Each course consists of two sessions. Sessions are held on consecutive weeks at the times listed above.
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How do I register?
For Anne Arundel Community College sessions, register online at aacc.edu/noncredit. For support, call the Anne Arundel Community College Instructional Support Center at 410-777-2325 or CEWD@aacc.edu.
For Howard Community College sessions, register at howardcc.edu/gohccexpress as a continuing education student.
For support, call 443-518-4825.
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Is there a cost to attend?
Registration fees are set by each college. Contact the registration offices above for current pricing and any available discounts.
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Can I bring my spouse or a guest?
For Rejuvenate Your Retirement, a spouse or guest may attend at no additional cost, with couples sharing a workbook. Check the registration information for the specific course for current guest policies.
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What will I learn in Passport to Retirement?
The course covers the major financial decisions you may face before and during retirement, including:
- Estimating how much you may need for retirement
- Identifying potential sources of retirement income
- Understanding Social Security strategies
- Evaluating investment and risk-management strategies
- Understanding retirement plan distribution options
- Exploring IRA and Roth IRA strategies
- Planning for healthcare and long-term care costs
- Protecting your income and assets
- Understanding estate planning and wealth transfer strategies
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What will I learn in Rejuvenate Your Retirement?
Rejuvenate Your Retirement focuses on helping retirees navigate the financial decisions that become especially important after leaving the workforce.
Topics include:
- Creating a retirement income plan
- Determining how long your savings may last
- Understanding withdrawal strategies
- Managing inflation and market volatility
- Evaluating Social Security and pension income
- Understanding IRAs, Roth IRAs, and required minimum distributions
- Evaluating tax-efficient income strategies
- Planning for healthcare and long-term care
- Reviewing estate planning strategies
- Protecting your assets and preparing for the future
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Is a complimentary consultation available after the class?
Yes. After completing the class, participants have the opportunity to schedule a complimentary consultation with Chris Gordon and the Milestones Financial Services team. This is an opportunity to discuss your individual retirement questions and explore how the concepts covered in the course may apply to your personal financial situation.
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How do I schedule my complimentary consultation?
After the class, you can speak with the Milestones Financial Services team about scheduling your complimentary consultation. It is intended to provide an opportunity to ask questions and determine whether additional financial planning guidance may be appropriate for you.
Have questions before you register?
The team at Milestones Financial Services is happy to point you in the right direction, no obligation required.
