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1563 Postal Road Suite 2A
P.O. Box 462
Chester, MD 21619

Sullivan Financial, LLC



Modern Retirement Planning Course

Modern Retirement Planning Course

September 12 - September 24, 2019

6:30p - 9:30p EST

Chesapeake College

Chesapeake College

Health Professions and Athletic Center 1000 College Circle Room 143
Wye Mills, 21679
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Modern Retirement Planning


Bob Sullivan

Modern Retirement Planning™ is a six hour educational course for adults ages 50 - 70+ and will cover the latest concepts and strategies for structuring a successful retirement plan.  In today's financial world, having an understanding of what it takes to plan for a retirement that could easily span 20+ years is essential. There are 2 course dates (2 sessions each). Dates are Thursdays: September 12 & 19 - 6:30 pm - 9:30 pm or Tuesdays: September 17 & 24 - 6:30 pm - 9:30 pm.  Dates are interchangeable upon request. Tuition is $59 which includes a guest at no additional charge and one workbook. Advance registration is required:

Bob Sullivan will be your local instructor. He is up to date with the current regulations and retirement strategies available today. Topics include: Setting Goals, Considering the Costs, Nest Egg Sources, Estate Planning, Investments, Protecting your Assets and Strategies.

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