Join us for an UPCOMING EVENT
Medicare 101:
Medicare plans come in all shapes and sizes, just like us. But fully understanding the “Alphabet Soup” of Part A, Part B, Part C and Part D, along with Plans A through N, can be daunting. Missing pieces of Medicare information could cost you more money which might result in penalties. Relax, we’ve got you covered. Come learn about the different options available to see which plan makes the most “cents” for you and your budget.
Herbert C. Young Community Center, NC
Roanoke higher education center, va
Roanoke Higher Education Center, VA
Herbert C. Young Community Center, NC
Retirement 101: How to Have a Worry-less Retirement
Covering many retirement topics including income, 401k options, taxes, the stages of retirement, the market, interest rates, inflation, 5 common retirement mistakes & myths. Long-term care cost, Gold & SO MUCH MORE! This class is all about developing a real-world plan for your retirement...not just hoping it's a success.
Roanoke Higher Education Center, VA
Herbert C. Young Community Center, NC
Meet Our Instructor Bryan Rich
Your instructor, Bryan Rich has taught adult financial education classes for 21 years, speaking to thousands of “50 and Uppers” throughout Virginia & North Carolina in presentations and educational workshops. He strives to teach a balanced approach to retirement, while highlighting both the positives and negatives of options available. He began his financial services career in North Carolina in 1992, upon graduating with honors from Liberty University with a Business Finance degree. After working for over a decade for a national financial planning company he decided to pursue his own career. As part of that decision, in 2005, he assisted experienced insurance and investment professionals from the Roanoke, VA area in establishing Secure Financial Group, Inc. Later opening an office in Cary, NC.
Bryan is the proud father of three grown boys. The oldest has a successful career as an airline mechanic and married to an amazing daughter-in-law. The middle son is pursuing a career in hospitality management and hopes to develop/design resorts in the future. The youngest is finishing his education to become a Certified Financial Planner and join the team with Bryan.
BRYAN IS A CERTIFIED FINANCIAL FIDUCIARY advisor
CFF is a professional designation for financial professionals, namely, those who have successfully completed a rigorous certification and training process established by NACFF and AFEA (The American Financial Education Alliance), and who agree to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients.
WE WOULD LOVE TO HEAR FROM YOU!
You can reach out to us with your questions at email@adultfinancialclass.org
North Carolina Office
106 Fountain Brook Circle, Ste B
Cary, NC 27511
(540) 816-5392
Virginia Office
2302 Colonial Ave, Ste B
Roanoke, VA 24015
(540) 816-5392
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Adult Financial Education of VA & NC are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.
Not affiliated with or endorsed by the Social Security Administration or any other government agency.
Maximizing Social Security Class
Social Security is the first or second largest source of income for most retirees. Make sure you GET THE FACTS BEFORE YOU FILE! The recent code changes have placed a strict time and age limit on some claiming strategies.” TIMING IS EVERYTHING! Learn simple strategies to help maximize your benefits and increase your retirement income!
BONUS OPTION: Medicare 101 will be offered as an optional 15 minute session at the end of all Social Security classes. Only offered after Fall classes.