Continuing Education / CIPL

Retirement Boot Camp For Boomers


Center for Innovative & Professional Learning (CIPL)

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A Personal Financial Management Course to Help You Prepare for Retirement

This 3-night course will help you find answers to these important questions and more:

  • Can I retire or will I need to work longer or part-time?
  • When should I take Social Security?
  • How will I replace my salary in retirement?
  • Are my investments, including my 401k/403b, invested appropriately for my goals?
  • What do I need to know about Medicare and Medigap policies?
  • Do I have the correct amount and type of insurance?
  • What if I need long-term care in the future?
  • Do I have the correct estate planning documents such as a Will, Living Will, and Durable Power of Attorney?
  • Am I emotionally prepared to retire? What will I do to fill my time?

Retirement Boot Camp for Boomers Brochure Ramapo Spring 2015 (PDF)

2015 Dates

Session 1:  Tuesdays, March 10, 17 and 24, 7:00-9:30 pm
Session 2:  Thursdays, March 12, 19 and 26, 7:00-9:30 pm

Fees

$49.00 for the selected Tuesday or Thursday evening classes (spouse welcome at no additional charge)
$39.00 for Ramapo College employees or alumni
$20.00 for each workbook (payable to the instructor on the first night of class)

The College reserves the right to change costs, dates and procedures at its discretion.

Workbooks

A comprehensive 135 page workbook will be available to purchase for $20.00 from the instructor on the first night of class. The workbook is designed to serve as a guide in class as well as a reference tool for managing your finances today and in years to come.  Please do not include payment for the workbook with your registration payment.

Instructors

Your instructors will be Amy Harrison, Certified Financial Planner™, and Louis C. Tomasella, JD, MBA, Accredited Estate Planner®.  Amy and Louis are Registered Representatives with Raymond James Financial Services, Inc., member FINRA/SIPC, 265 W. Passaic Street, Suite 205, Rochelle Park, NJ  07662, (201) 649-0230.

Disclaimer

This workshop is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security or financial product, or an offer to provide advisory or other services by Raymond James Financial Services, Inc. or Ramapo College of New Jersey.

Any reference made to a specific commercial product or service presented by Raymond James Financial Services, Inc. and its representatives during the “Retirement Boot Camp for Boomers” financial management workshop does not constitute or imply an endorsement by Ramapo College of New Jersey or the State of New Jersey of Raymond James Financial Services, Inc. or its products and services.

Neither Ramapo College of New Jersey nor the State of New Jersey, nor any of their respective employees, make any warranty, express or implied, including without limitation warranties of merchantability and fitness for a particular purpose, or assume any legal liability for the accuracy, completeness, or usefulness of any information, product, service or process disclosed during the “Retirement Boot Camp for Boomers” financial management workshop, or for any damage incurred directly or indirectly from attending the workshop.

Contacts

For further information about the Retirement Boot Camp for Boomers Workshops offered through Ramapo College’s Center for Innovative and Professional Learning, please contact:

Center for Innovative and Professional Learning (A-216)
Ramapo College of New Jersey
505 Ramapo Valley Road
Mahwah, NJ 07430
Phone: (201) 684-7370
Fax: (201) 684-7277
E-mail: cipl@ramapo.edu