Retirement Harvest


The Retirement Harvest Class

Our educational classes, offered by Quest 10 Wealth Builders, Inc., are held at local community colleges. Currently we offer a two-night, six-hour class. The course includes a workbook and many supporting documents. This is an educational-only event with no individual advice.

 There are absolutely no sales or product pitches at our educational events. The cost of our six-hour class is $29, which includes the workbook and supporting documentation. If you would like to attend a future class, please call or fill out registration.

Due to COVID-19, we will have limited seating and masks will be required.
We are also offering this class via Zoom but ask that you register at least 10 days prior
so we can mail you the workbook.
If N.C. State guidelines change and we are no longer able to hold the class in person,
we will still have the class via Zoom.

UPCOMING RETIREMENT HARVEST CLASSES:

No upcoming Retirement Harvest classes. Please check back soon!

The Retirement Harvest Class - Income Focused

Retirement Harvest (two-hour course for $19).

  • How do I live 30 years without a paycheck?
  • Annuities 101
  • Dividend Strategies
  • Income plans with Long Term Care
  • What if I face a market correction?
  • How much risk can I afford?

UPCOMING INCOME FOCUSED CLASSES:

No upcoming Income Focused classes. Please check back soon!

The Retirement Harvest Class — Condensed Version

Retirement Harvest (three-hour course for $19). We will drill through the 5 main areas of retirement planning.

  • Income Planning – Strategies to withdraw income, Social Security 101
  • Investments – What if I face a market correction? How much risk should you be taking?
  • Healthcare – Medicare basics and how to pay for long term care
  • Tax Planning – Is your future retirement income tax efficient?
  • Estate Planning – Probate process and estate documentation

*Your investment adviser representative is not permitted to offer, and no statement contained herein shall constitute tax or legal advice. You should consult a tax or legal professional on any such matters.

UPCOMING CONDENSED CLASSES:

No upcoming condensed classes. Please check back soon!

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a class.

Or give us a call at (919) 552-4286