Your "How To" Guide For Financial Success

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 or two Saturday mornings. 

This recently updated course has been developed to help you learn more about planning for a comfortable retirement. It is designed to give you the tools necessary to make more informed decisions regarding your financial future.

This course will help you:
  • Assess the costs of retirement
  • Set realistic retirement goals
  • Identify sources of income
  • Invest now for the future
  • Manage your taxes
  • Help protect your wealth and assets
  • Take retirement plan distributions
  • Provide for your family and heirs
  • Identify common roadblocks to success


An Educational Learning Experience

The course curriculum illustrates how time-tested financial principles can be applied to a variety of financial situations. In addition to receiving the latest facts and figures on retirement planning, you’ll also benefit from visual aids and handouts that are clear, concise, and easy to understand. Your homework will reinforce class work and build a foundation for your personal financial program. The instruction is designed to show you a number of financial concepts that will expand your knowledge base.

Course Materials

You’ll receive a 145-page workbook that contains current information about financial concepts and tools. The workbook is designed to follow the presentation and serve as a reference tool in the years to come. It includes valuable exercises, worksheets, and key descriptions that will reinforce concepts learned during class.

One-on-One Consultation

As a course participant, you will be given an opportunity to sign up for a one-on-one meeting in a private setting to review your needs and concerns. At that time, you’ll have a chance to ask your instructor specific questions about your situation, your investments, and your goals.

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.

Course Investment: $69

Bring a guest for FREE! Space is limited so you must register your guest at time of registration. One course manual included per paid registration.

Harrisonburg

Courses held at the JMU Ice House.

Fall dates to be announced soon!


Roanoke

Courses held at the Roanoke Higher Education Center.

Fall dates to be announced soon!

Instructor

Bill Bays joined Virginia Asset Management in the beginning of 2009, after 22 years of experience in the financial and insurance fields, including two years spent as the Chief Financial Officer of a 200 million dollar per year engineering company. A native of the Richmond area, Bill graduated from James Madison University in 1987 with a BBA in Management/Marketing. He also completed the Virginia Bankers Association School of Bank Management Program at the University of Virginia in 1994.

Bill holds the Series 7, 66 registrations and Virginia Life and Health designations, Bill is also a registered representative and investment advisor representative with Securian Financial Services and a financial advisor with VAM. Bill is a member of the Million Dollar Round Table, a premier society of financial professionals. As Director of Field Development, Bill is involved in joint field work with new advisors as they embark on their careers in financial services.

Bill Bays specializes in retirement strategies, investments, tax strategies**, and insurance. Bill is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc..***




**This should not be considered as specific tax or legal advice. Consult a qualified tax/legal professional regarding your individual situation.
*** Securities and Investment advisory services offered through Securian Financial Services, Inc., Member FINRA/SIPC.
Registration Information

Online Registration  *Credit card payments (Visa, MasterCard, Discover, & American Express) can only be accepted through online registration.

Mail: Download, complete and print the registration form and mail with payment to:

JMU Outreach & Engagement
127 W Bruce St, MSC 6906
Harrisonburg, VA 22807

Program Requirements: There are no admission requirements to take this class.

Registration Deadline: Two days prior to the program start date. If space available, late registrations may be accepted up through the course start date.

Cancellation Policy: You may cancel your registration up to one week before the class start date, and receive a full refund (minus any credit card processing fees.) After that date, no refunds will be given.To withdrawal from a course you must send a request in writing to: outreach@jmu.edu.

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