Classroom instruction for Adults ages 50 to 70

Rules for retiring for todays baby boomer generation have changed.  Learn how those changes affect you as you prepare to live a prosperous retirement.  

Scott & Josh


Taught by CPAs Scott & Josh Bretl in this course you will discover how to:



  • Determine if you have enough money for retirement
  • Protect your assets in a rising tax rate environment
  • Use the 3 basic types of accounts to maximize cash flow in retirement
  • Evaluate the benefits of a Roth conversion
  • Maximize Social Security income
  • Protect your portfolio against loss during retirement
  • Reduce or eliminate unneeded expenses or delays with estate planning
  • Understand if your portfolio is truly “diversified”
  • Avoid the 3 basic pitfall of retirement income planning

Upcoming Classes:

Concordia University
Krentz Center – Room 120
7400 Augusta Street
River Forest, IL 60305

Thursdays Jan. 28th & Feb. 4th
6:30 – 9:30 PM
Tuesday Feb. 2nd & Feb. 9th
6:30-9:30 PM

Cost of the class: $49 per couple

Please fill out the form below to register:

Please call our office at 630-993-8200 with any questions.