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Passport to Retirement

Are you on track to enjoying the retirement you want?

Get the knowledge you need to take control of your situation.

Passport to Retirement is a noncredit personal development course at JMU intended to help assist adults of all ages in preparing for retirement. The course meets one evening a week for three consecutive weeks. For more information about the course, view the course brochure.

Click here to be notified by email when these courses are being offered again. Thank you!

Spring 2012 Class Schedule:

Tuesday class: April 10, 17, & 24

Thursday class: April 12, 19, & 26

  6:30 p.m. - 9:00 p.m., Hiner Room 2110

JMU Memorial Hall (old Harrisonburg High School)

395 S. Main St., Harrisonburg, VA 22807

Instructor:

William S. Bays, CFP, CLU, ChFC specializes in retirement
planning, investments, tax planning, and insurance. Bill is a
Registered Investment Advisor Representative with a local
independent financial advisory firm. His presentation draws
upon over 21 years of financial planning experience with
numerous corporate and individual clients.
Only about 4 in 10 people have taken steps to calculate
how much they need to save by the time they retire in
order to live comfortably in retirement.*
TAKE ACTION NOW!
* Source: Employee Benefit Research Institute, American Savings Education Council, and
Matthew Greenwald & Associates, Inc., 1994-2004 Retirement Confidence Surveys
WHO SHOULD ATTEND COMPREHENSIVE SEMINAR AGENDA WHAT YOU WILL LEARN
ABOUT THE INSTRUCTOR
CHOOSE ONE OF TWO SESSIONS:
• Tuesdays - October 4th,
October 11th, &
October 18th
• Thursdays - October 6th,
October 13th, &
October 20th
6:30 p.m. - 9:30 p.m., Memorial Hall, JMU
COST: $75 (course manual included)
Bring a spouse or guest for an additional $10
During these classes, all illustrations and
examples are generic. You will receive no
sales pitch, nor will you hear details
about specific products or financial services.

William S. Bays, CFP, CLU, ChFC specializes in retirement planning, investments, tax planning, and insurance. Bill is a Registered Investment Advisor Representative with a local independent financial advisory firm. His presentation draws upon over 21 years of financial planning experience with numerous corporate and individual clients. 

During these classes, all illustrations and examples are generic. You will receive no sales pitch, nor will you hear details about specific products or financial services.

Fee:

$75 (includes course manual)

Enroll a spouse or guest for an additional $10.

Cancellation deadline is April 6. No refunds will be givenafter this date. Registration fees not paid by this date will stillbe due. Please contact our office with any questions and we will be glad to assist. Thank you!

Questions? Please call JMU Outreach & Engagement at 540-568-4253 or email outreach@jmu.edu.