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A Conservative Approach to Planning for Retirement

This information-rich seminar introduces you to the concepts and practices that will help you spend your retirement comfortably and in control of your finances by helping you identify lifestyle issues facing retirees. Your registration fee includes a comprehensive seminar workbook and Retirement Planning template that will help you develop a retirement budget and a written inventory of your assets, income, Social Security, and pension benefits.

Who Should Attend?

This workshop is designed for individuals and couples who are near retirement or retired or interested in learning the retirement planning and investing process. The course will provide you with a solid foundation of retirement knowledge and answer common questions like:

• Can I retire now? • Can I achieve my retirement goals? • Can I improve the performance of my portfolio? • Can I protect my assets from the effects of a market crash? • How much money will I need? • Where will it come from? • What about rising healthcare costs? 

Upcoming Courses

Courses will be held in person. 

To register, please click the name of the location you wish to attend below. When registration is available, the location of the course below will be highlighted blue.

Spring 2024

Penfield – Wednesday May 1, 8, 15, and 22 

Victor – Thursdays May 2, 9, 16, and 23

Please contact us with questions.  

SESSION 1<br/><span>Start Planning &#38; Debunking Investment Myths</span><br/>

Start Planning & Debunking Investment Myths

SESSION 2<br/><span>Managing Emotions &#38; Determining Income Needs</span><br/>

Managing Emotions & Determining Income Needs

SESSION 3<br/><span>Will Planning, Estate Planning, Long-Term</span><span> </span><span>Care, Medicare</span>

Will Planning, Estate Planning, Long-Term Care, Medicare

SESSION 4<br/><span>Retirement Income: The Three-Legged Stool &#38; Financial Advice</span><br/>

Retirement Income: The Three-Legged Stool & Financial Advice

Next Steps

What happens when you complete our retirement course?

Well, to start you will have a well thought out financial template with which you can take the next steps toward your retirement success.  In our last session we go over your template, in other words, we grade your homework, to make sure that you are on the right track.

From that point, together we can take off and start implementing your plan.  

All Grover Financial clients take part in our 4-step process for building and implementing retirement and wealth management strategies because we believe that people who are working a financial plan achieve their goals and people who are merely working a portfolio don’t.*


Your Retirement Lifestyle Workbook

Your Retirement Lifestyle Workbook

This lifestyle workbook is designed to help you collect and organize the information needed to develop your Retirement Plan which includes your goals and the resources available to fund them. Gathering information from the checklist below will help you move through the workbook. It’s a good idea to gather as much of this information as possible before you start filling in the workbook.

Click to Access Your Free Copy!

* There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.